Filed December 22, 2015
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 15 · EIN 27-2037969 | Recordkeeping | $19,609 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,354 | $79,181+78.5% | $102,423+38.0% | $74,429+89.9% |
| Participation rate | 86.0% | 74.8%+11.3pp | 76.5%+9.5pp | 67.2%+18.8pp |
| Annual return | 9.82% | 54.97%-45.2pp | 29.42%-19.6pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,518 | $2,362-35.7% | $3,023-49.8% | $2,625-42.1% |
| Participant deferral / active EE | $3,487 | $4,416-21.0% | $5,054-31.0% | $4,348-19.8% |
| Admin fee / account holder | $147 | $2,002-92.6% | $9,455-98.4% | $1,944-92.4% |