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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $23,470 |
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 | $132,650 | $78,705+68.5% | $117,860+12.5% | $70,124+89.2% |
| Participation rate | 96.8% | 73.2%+23.6pp | 79.7%+17.1pp | 69.5%+27.3pp |
| Annual return | 22.07% | 23.30%-1.2pp | 335.10%-313.0pp | 73.14%-51.1pp |
| Employer contribution / active EE | $10,289 | $2,223+362.8% | $3,786+171.8% | $2,342+339.2% |
| Participant deferral / active EE | $8,447 | $3,297+156.2% | $4,482+88.5% | $3,332+153.5% |
| Admin fee / account holder | $196 | $5,065-96.1% | $8,021-97.6% | $4,645-95.8% |