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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 | $88,186+32.0% | $165,071-29.5% | $74,459+56.3% |
| Participation rate | 92.9% | 73.1%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 12.50% | 17.13%-4.6pp | 70.17%-57.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $5,213 | $2,600+100.5% | $4,347+19.9% | $2,626+98.5% |
| Participant deferral / active EE | $4,838 | $4,505+7.4% | $6,035-19.8% | $4,350+11.2% |
| Admin fee / account holder | $4 | $2,234-99.8% | $12,695-100.0% | $1,945-99.8% |