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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,626 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,979 | $55,470-64.0% | $155,556-87.2% | $74,478-73.2% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.42% | 269.80%-257.4pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,035 | $2,267-54.4% | $4,675-77.9% | $2,626-60.6% |
| Participant deferral / active EE | $1,104 | $2,838-61.1% | $5,631-80.4% | $4,350-74.6% |
| Admin fee / account holder | $135 | $1,744-92.3% | $15,885-99.1% | $1,946-93.1% |