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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,089 | $62,688-5.7% | $178,014-66.8% | $77,671-23.9% |
| Participation rate | 91.5% | 66.9%+24.6pp | 77.1%+14.4pp | 70.6%+20.9pp |
| Annual return | 29.19% | 16.16%+13.0pp | 294.80%-265.6pp | 31.21%-2.0pp |
| Employer contribution / active EE | $5,587 | $1,912+192.2% | $3,950+41.4% | $2,726+104.9% |
| Participant deferral / active EE | $8,692 | $4,224+105.8% | $6,276+38.5% | $4,648+87.0% |
| Admin fee / account holder | $19 | $386-95.0% | $10,362-99.8% | $430-95.5% |