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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,633 |
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 | $51,332 | $58,895-12.8% | $178,503-71.2% | $73,497-30.2% |
| Participation rate | 78.4% | 66.2%+12.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 23.65% | 24.86%-1.2pp | 151.12%-127.5pp | 28.51%-4.9pp |
| Employer contribution / active EE | $4,479 | $2,236+100.3% | $5,011-10.6% | $2,270+97.3% |
| Participant deferral / active EE | $9,907 | $2,567+286.0% | $5,202+90.4% | $3,740+164.9% |
| Admin fee / account holder | $23 | $400-94.3% | $13,987-99.8% | $513-95.6% |