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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,538 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,891 | $61,166-85.5% | $185,849-95.2% | $79,391-88.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.02% | 19.45%-4.4pp | 122.10%-107.1pp | 116.88%-101.9pp |
| Employer contribution / active EE | $961 | $2,321-58.6% | $5,169-81.4% | $2,428-60.4% |
| Participant deferral / active EE | $934 | $2,789-66.5% | $5,569-83.2% | $4,046-76.9% |
| Admin fee / account holder | $91 | $710-87.1% | $16,244-99.4% | $627-85.4% |