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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,037 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,124 | $56,540-4.3% | $185,849-70.9% | $86,821-37.7% |
| Participation rate | 82.5% | 65.5%+17.0pp | 81.7%+0.8pp | 72.3%+10.2pp |
| Annual return | 25.85% | 118.20%-92.4pp | 122.10%-96.2pp | 97.94%-72.1pp |
| Employer contribution / active EE | $4,647 | $1,844+152.0% | $5,169-10.1% | $2,406+93.2% |
| Participant deferral / active EE | $10,271 | $2,555+302.0% | $5,569+84.4% | $4,132+148.6% |
| Admin fee / account holder | $26 | $150-82.6% | $16,244-99.8% | $170-84.7% |