Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $7,163 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,149 | $45,079-66.4% | $69,461-78.2% | $72,983-79.2% |
| Participation rate | 94.0% | 68.5%+25.6pp | 74.6%+19.4pp | 69.5%+24.6pp |
| Annual return | 22.49% | 22.65%-0.2pp | 28.97%-6.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $265 | $2,055-87.1% | $2,779-90.5% | $2,440-89.1% |
| Participant deferral / active EE | $1,674 | $2,603-35.7% | $3,536-52.7% | $3,608-53.6% |
| Admin fee / account holder | $53 | $3,056-98.3% | $3,840-98.6% | $5,124-99.0% |