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.9 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $129,788 |
Filed as: VENTURE VISIONARY PARTNERS Service code 27 5520 MONROE STREET, · SYLVANIA, OH 43560 | Advisory (Plan) | $60,449 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $27,121 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,242 | $53,254+22.5% | $155,574-58.1% | $199,921-67.4% |
| Participation rate | 97.3% | 64.1%+33.2pp | 78.2%+19.1pp | 72.0%+25.3pp |
| Annual return | 15.78% | 41.18%-25.4pp | 64.87%-49.1pp | 34.28%-18.5pp |
| Employer contribution / active EE | $3,440 | $1,848+86.2% | $4,676-26.4% | $3,035+13.3% |
| Participant deferral / active EE | $3,820 | $3,165+20.7% | $5,629-32.1% | $5,089-24.9% |
| Admin fee / account holder | $90 | $186-51.4% | $15,914-99.4% | $269-66.5% |