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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,718 |
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 | $52,515 | $71,802-26.9% | $133,975-60.8% | $57,658-8.9% |
| Participation rate | 85.5% | 85.5%+0.1pp | 87.1%-1.5pp | 70.2%+15.3pp |
| Annual return | 11.91% | 13.51%-1.6pp | 29.29%-17.4pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,792 | $3,161-43.3% | $5,211-65.6% | $1,974-9.2% |
| Participant deferral / active EE | $3,416 | $4,606-25.8% | $6,282-45.6% | $3,061+11.6% |
| Admin fee / account holder | $10 | $88-88.6% | $9,324-99.9% | $95-89.4% |