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 Filed as: NEWPORT Service code 27 · EIN 20-4649925 | Advisory (Plan) | $96,035 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $24,960 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$20,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,894 | $101,653+298.3% | $147,080+175.3% | $74,459+443.8% |
| Participation rate | 98.7% | 75.6%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 9.68% | 8754.98%-8745.3pp | 420.17%-410.5pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $9,772 | $3,813+156.2% | $4,933+98.1% | $2,626+272.1% |
| Participant deferral / active EE | $11,098 | $7,304+51.9% | $8,066+37.6% | $4,350+155.1% |
| Admin fee / account holder | $510 | $1,752-70.9% | $12,989-96.1% | $1,945-73.8% |