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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $31,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,434 | $55,437+344.5% | $155,534+58.4% | $74,459+231.0% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 15.80% | 269.58%-253.8pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $9,539 | $2,266+320.9% | $4,675+104.1% | $2,626+263.3% |
| Participant deferral / active EE | $7,079 | $2,837+149.5% | $5,630+25.7% | $4,350+62.8% |
| Admin fee / account holder | $124 | $1,742-92.9% | $15,900-99.2% | $1,945-93.6% |