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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $36,057 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $22,168 |
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 | $192,059 | $75,058+155.9% | $152,301+26.1% | $64,340+198.5% |
| Participation rate | 92.9% | 60.9%+32.0pp | 82.4%+10.4pp | 55.2%+37.6pp |
| Annual return | 8.36% | 29.93%-21.6pp | 80.50%-72.1pp | 24.14%-15.8pp |
| Employer contribution / active EE | $7,565 | $2,605+190.4% | $4,624+63.6% | $1,862+306.4% |
| Participant deferral / active EE | $5,993 | $5,041+18.9% | $8,004-25.1% | $2,980+101.1% |
| Admin fee / account holder | $150 | $4,050-96.3% | $14,398-99.0% | $3,703-96.0% |