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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $75,977 |
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 | $65,844 | $62,543+5.3% | $83,327-21.0% | $55,725+18.2% |
| Participation rate | 79.4% | 78.4%+1.1pp | 77.8%+1.7pp | 70.9%+8.6pp |
| Annual return | -4.01% | 14.85%-18.9pp | 10.64%-14.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $554 | $2,427-77.2% | $3,379-83.6% | $2,078-73.3% |
| Participant deferral / active EE | $3,962 | $5,682-30.3% | $5,565-28.8% | $3,356+18.1% |
| Admin fee / account holder | $140 | $103+36.2% | $7,540-98.1% | $115+21.9% |