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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,472 |
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 | $54,372 | $80,005-32.0% | $140,019-61.2% | $55,725-2.4% |
| Participation rate | 97.1% | 87.0%+10.1pp | 87.5%+9.6pp | 70.9%+26.2pp |
| Annual return | 7.32% | 0.46%+6.9pp | 651.15%-643.8pp | 244.93%-237.6pp |
| Employer contribution / active EE | $2,162 | $3,403-36.5% | $5,605-61.4% | $2,078+4.0% |
| Participant deferral / active EE | $4,111 | $5,264-21.9% | $6,927-40.7% | $3,356+22.5% |
| Admin fee / account holder | $13 | $116-88.5% | $10,705-99.9% | $115-88.4% |