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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $11,496 |
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 | $48,484 | $75,183-35.5% | $123,894-60.9% | $55,167-12.1% |
| Participation rate | 70.9% | 72.8%-2.0pp | 81.4%-10.5pp | 69.0%+1.9pp |
| Annual return | 10.64% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,891 | $5,084+94.5% | $5,984+65.3% | $3,054+223.8% |
| Admin fee / account holder | $113 | $663-83.0% | $8,357-98.7% | $504-77.6% |