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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,028 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,066 | $74,347+41.3% | $93,621+12.2% | $67,579+55.5% |
| Participation rate | 81.3% | 80.6%+0.7pp | 75.8%+5.5pp | 71.3%+10.1pp |
| Annual return | 3.55% | 28.07%-24.5pp | 32.76%-29.2pp | 378.56%-375.0pp |
| Employer contribution / active EE | $5,669 | $2,583+119.5% | $2,719+108.5% | $2,148+164.0% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $41 | $123-66.3% | $7,890-99.5% | $142-70.9% |