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.5+ years Filed as: NEWPORT CAPITAL Service code 27 · EIN 86-1109193 | Advisory (Plan) | $168,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$235,253 |
Form 5500 reported that benefits due were not provided when due.
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 | $125,245 | $95,776+30.8% | $162,185-22.8% | $77,775+61.0% |
| Participation rate | 98.1% | 88.6%+9.4pp | 87.6%+10.5pp | 73.2%+24.8pp |
| Annual return | 23.73% | 37.03%-13.3pp | 115.61%-91.9pp | 32.58%-8.8pp |
| Employer contribution / active EE | $4,499 | $3,874+16.1% | $5,613-19.8% | $2,504+79.7% |
| Participant deferral / active EE | $8,150 | $6,125+33.1% | $7,297+11.7% | $3,966+105.5% |
| Admin fee / account holder | $52 | $88-40.5% | $10,844-99.5% | $100-47.9% |