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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,782 | $46,599-61.8% | $64,101-72.3% | $75,173-76.3% |
| Participation rate | 71.1% | 65.9%+5.2pp | 72.3%-1.2pp | 67.2%+3.9pp |
| Annual return | 9.09% | 26.06%-17.0pp | 33.72%-24.6pp | 160.72%-151.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $60 | $2,956-98.0% | $3,070-98.1% | $5,651-98.9% |