Filed May 15, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $5,175 |
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 | $109,034 | $89,739+21.5% | $149,718-27.2% | $62,293+75.0% |
| Participation rate | 98.8% | 85.1%+13.7pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 9.45% | 21.01%-11.6pp | 1501.70%-1492.3pp | 28.90%-19.4pp |
| Employer contribution / active EE | $6,309 | $3,233+95.2% | $5,444+15.9% | $2,042+208.9% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $72 | $551-86.9% | $11,283-99.4% | $479-84.9% |