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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 51 · EIN 27-2037969 | Investment Mgmt Fees | $6,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,375 | $88,117+32.1% | $164,928-29.4% | $74,400+56.4% |
| Participation rate | 92.9% | 73.1%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 12.50% | 17.27%-4.8pp | 70.08%-57.6pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $5,213 | $2,596+100.8% | $4,343+20.0% | $2,624+98.6% |
| Participant deferral / active EE | $4,838 | $4,501+7.5% | $6,034-19.8% | $4,348+11.3% |
| Admin fee / account holder | $4 | $2,230-99.8% | $12,684-100.0% | $1,944-99.8% |