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 | $14,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,189 | $56,640+168.7% | $78,002+95.1% | $55,167+175.9% |
| Participation rate | 71.8% | 73.3%-1.6pp | 75.5%-3.8pp | 69.0%+2.8pp |
| Annual return | 8.61% | 2868.48%-2859.9pp | 425.99%-417.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,492 | $2,778-10.3% | $3,497-28.8% | $3,054-18.4% |
| Admin fee / account holder | $123 | $467-73.6% | $5,481-97.8% | $504-75.6% |