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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,520 |
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 | $61,018 | $81,537-25.2% | $149,721-59.2% | $69,631-12.4% |
| Participation rate | 86.9% | 86.1%+0.8pp | 87.1%-0.1pp | 70.7%+16.2pp |
| Annual return | 16.81% | 22.79%-6.0pp | 1501.67%-1484.9pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,823 | $3,239-43.7% | $5,444-66.5% | $2,032-10.3% |
| Participant deferral / active EE | $3,458 | $4,994-30.7% | $6,568-47.3% | $3,224+7.3% |
| Admin fee / account holder | $9 | $107-91.5% | $11,282-99.9% | $110-91.8% |