Filed July 19, 2019
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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,393 | $91,621+44.5% | $67,511+96.1% | $77,671+70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 13.32% | 14.87%-1.5pp | 3517.41%-3504.1pp | 31.21%-17.9pp |
| Employer contribution / active EE | $8,898 | $3,184+179.5% | $2,733+225.6% | $2,726+226.4% |
| Participant deferral / active EE | $6,626 | $3,906+69.6% | $4,000+65.6% | $4,648+42.6% |
| Admin fee / account holder | $124 | $176-29.9% | $3,999-96.9% | $430-71.3% |