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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 | $55,423-64.0% | $155,602-87.2% | $74,400-73.1% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.42% | 269.07%-256.6pp | 64.81%-52.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $1,035 | $2,266-54.3% | $4,675-77.9% | $2,624-60.6% |
| Participant deferral / active EE | $1,104 | $2,835-61.0% | $5,629-80.4% | $4,348-74.6% |
| Admin fee / account holder | $135 | $1,744-92.3% | $15,923-99.2% | $1,944-93.0% |