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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $44,289 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 | Securities Custodian | $6,309 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,913 | $74,024-36.6% | $78,002-39.9% | $57,658-18.6% |
| Participation rate | 84.7% | 79.7%+4.9pp | 75.5%+9.1pp | 70.2%+14.4pp |
| Annual return | 6.24% | 12.14%-5.9pp | 425.99%-419.7pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,074 | $2,365-54.6% | $2,470-56.5% | $1,974-45.6% |
| Participant deferral / active EE | $2,676 | $3,533-24.3% | $3,497-23.5% | $3,061-12.6% |
| Admin fee / account holder | $124 | $93+33.1% | $5,481-97.7% | $95+31.2% |