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 15 · EIN 27-2037969 | Recordkeeping | $19,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,337 | $50,958+20.4% | $74,552-17.7% | $64,181-4.4% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.1%-8.5pp | 69.6%-8.9pp |
| Annual return | -3.63% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,817 | $1,115+62.9% | $1,961-7.3% | $2,381-23.7% |
| Participant deferral / active EE | $3,331 | $2,301+44.7% | $3,108+7.2% | $3,470-4.0% |
| Admin fee / account holder | $353 | $4,223-91.6% | $5,060-93.0% | $4,887-92.8% |