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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $57,733 |
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 | $596,339 | $55,446+975.5% | $155,574+283.3% | $74,429+701.2% |
| Participation rate | 93.9% | 61.9%+32.0pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 14.78% | 269.20%-254.4pp | 64.87%-50.1pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $14,850 | $2,266+555.3% | $4,676+217.6% | $2,625+465.7% |
| Participant deferral / active EE | $16,219 | $2,836+471.9% | $5,629+188.1% | $4,348+273.0% |
| Admin fee / account holder | $284 | $1,743-83.7% | $15,914-98.2% | $1,944-85.4% |