Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,964 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 19 570 LEXINGTON AVE, STE 1903 · NEW YORK, NY 10022 | Securities Custodian | $0 |
THE VANGUARD GROUP, INC.8 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,500 | $102,382-53.6% | $147,005-67.7% | $80,874-41.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.97% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $8,862 | $3,715+138.5% | $4,934+79.6% | $2,756+221.6% |
| Participant deferral / active EE | $8,105 | $6,646+22.0% | $8,070+0.4% | $4,297+88.6% |
| Admin fee / account holder | $60 | $7,942-99.2% | $13,006-99.5% | $6,935-99.1% |