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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,862 | $85,135-34.4% | $98,916-43.5% | $73,412-23.9% |
| Participation rate | 90.6% | 81.1%+9.5pp | 76.0%+14.6pp | 72.2%+18.4pp |
| Annual return | 13.35% | 19.14%-5.8pp | 196.45%-183.1pp | 59.30%-45.9pp |
| Employer contribution / active EE | $2,212 | $2,721-18.7% | $2,689-17.7% | $2,234-1.0% |
| Participant deferral / active EE | $3,547 | $4,349-18.4% | $4,245-16.4% | $3,806-6.8% |
| Admin fee / account holder | $13 | $139-90.5% | $6,642-99.8% | $158-91.6% |