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| 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 | $62,686-5.7% | $178,540-66.9% | $77,736-24.0% |
| Participation rate | 91.5% | 66.9%+24.6pp | 77.1%+14.4pp | 70.6%+20.9pp |
| Annual return | 29.19% | 16.16%+13.0pp | 27.15%+2.0pp | 31.26%-2.1pp |
| Employer contribution / active EE | $5,587 | $1,914+192.0% | $3,953+41.3% | $2,728+104.8% |
| Participant deferral / active EE | $8,692 | $4,224+105.8% | $6,281+38.4% | $4,651+86.9% |
| Admin fee / account holder | $19 | $386-95.0% | $10,424-99.8% | $433-95.6% |