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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,450 | $40,479-93.9% | $78,210-96.9% | $62,293-96.1% |
| Participation rate | 61.1% | 54.6%+6.5pp | 68.7%-7.6pp | 69.5%-8.4pp |
| Annual return | 18.71% | 66.31%-47.6pp | 40.90%-22.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $275 | $1,024-73.1% | $2,034-86.5% | $2,042-86.5% |
| Participant deferral / active EE | $568 | $1,718-66.9% | $2,823-79.9% | $3,169-82.1% |
| Admin fee / account holder | $46 | $376-87.9% | $3,758-98.8% | $479-90.5% |