Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $69,462 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $22,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,405 | $120,057-65.5% | $75,717-45.3% | $93,010-55.5% |
| Participation rate | 88.7% | 77.3%+11.4pp | 74.8%+13.9pp | 73.9%+14.8pp |
| Annual return | 17.96% | 19.62%-1.7pp | 104.58%-86.6pp | 158.70%-140.7pp |
| Employer contribution / active EE | $2,200 | $3,253-32.4% | $2,743-19.8% | $2,705-18.7% |
| Participant deferral / active EE | $5,082 | $4,089+24.3% | $3,821+33.0% | $4,561+11.4% |
| Admin fee / account holder | $57 | $81-29.6% | $3,619-98.4% | $152-62.2% |