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 15 · EIN 27-2037969 | Recordkeeping | $17,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,749 | $84,499-87.3% | $125,391-91.4% | $66,949-83.9% |
| Participation rate | 59.6% | 76.4%-16.8pp | 82.4%-22.8pp | 69.8%-10.2pp |
| Annual return | -15.82% | -8.49%-7.3pp | 572.41%-588.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,569 | $3,554-55.9% | $4,816-67.4% | $2,545-38.4% |
| Participant deferral / active EE | $2,365 | $6,785-65.1% | $7,448-68.2% | $4,239-44.2% |
| Admin fee / account holder | $170 | $685-75.2% | $10,009-98.3% | $594-71.4% |