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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,359 |
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 | $12,607 | $65,092-80.6% | $143,799-91.2% | $66,938-81.2% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -7.34% | -11.14%+3.8pp | -0.04%-7.3pp | 1.58%-8.9pp |
| Employer contribution / active EE | $882 | $2,362-62.7% | $4,952-82.2% | $2,545-65.4% |
| Participant deferral / active EE | $1,022 | $2,920-65.0% | $5,638-81.9% | $4,238-75.9% |
| Admin fee / account holder | $137 | $502-72.7% | $14,677-99.1% | $594-76.9% |