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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $19,261 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $8,374 |
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 | $44,027 | $37,117+18.6% | $147,617-70.2% | $55,191-20.2% |
| Participation rate | 72.0% | 63.6%+8.4pp | 84.6%-12.6pp | 69.2%+2.8pp |
| Annual return | -0.64% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,702 | $1,985+86.5% | $4,895-24.4% | $3,046+21.5% |
| Admin fee / account holder | $28 | $86-67.3% | $11,612-99.8% | $91-69.1% |