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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,765 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,656 | $78,422-38.0% | $95,952-49.3% | $79,858-39.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 6.83% | 19.37%-12.5pp | 91.61%-84.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,440 | $3,440-29.1% | $4,167-41.4% | $3,740-34.8% |
| Admin fee / account holder | $188 | $5,622-96.7% | $6,795-97.2% | $5,306-96.5% |