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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $39,302 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,534 | $61,391+387.9% | $149,723+100.1% | $71,529+318.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.36% | 35.88%-18.5pp | 134.50%-117.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $9,478 | $2,384+297.6% | $4,821+96.6% | $2,590+266.0% |
| Participant deferral / active EE | $7,504 | $2,921+156.9% | $5,682+32.0% | $4,291+74.9% |
| Admin fee / account holder | $139 | $1,264-89.0% | $13,215-98.9% | $1,588-91.2% |