Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $27,147 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,995 | $60,989+18.0% | $60,899+18.2% | $66,930+7.6% |
| Participation rate | 75.5% | 74.5%+1.0pp | 73.1%+2.4pp | 69.8%+5.7pp |
| Annual return | -13.77% | -9.60%-4.2pp | 16.92%-30.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $3,067 | $2,661+15.3% | $2,702+13.5% | $2,545+20.5% |
| Participant deferral / active EE | $2,670 | $3,615-26.1% | $3,817-30.1% | $4,238-37.0% |
| Admin fee / account holder | $140 | $338-58.6% | $3,225-95.7% | $593-76.4% |