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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,192 |
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 | $65,567 | $88,515-25.9% | $162,177-59.6% | $67,579-3.0% |
| Participation rate | 91.5% | 86.8%+4.7pp | 87.6%+3.9pp | 71.3%+20.2pp |
| Annual return | 23.54% | 27.04%-3.5pp | 115.60%-92.1pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,951 | $3,563-45.3% | $5,613-65.2% | $2,148-9.2% |
| Participant deferral / active EE | $3,823 | $5,724-33.2% | $7,297-47.6% | $3,539+8.0% |
| Admin fee / account holder | $15 | $124-87.9% | $10,843-99.9% | $142-89.5% |