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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,973 |
Service code 27 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $16,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,976 | $61,172-28.1% | $185,851-76.3% | $79,389-44.6% |
| Participation rate | 60.1% | 66.6%-6.5pp | 81.7%-21.6pp | 70.7%-10.6pp |
| Annual return | 10.83% | 19.45%-8.6pp | 122.11%-111.3pp | 116.89%-106.1pp |
| Employer contribution / active EE | $1,202 | $2,321-48.2% | $5,168-76.7% | $2,428-50.5% |
| Participant deferral / active EE | $1,817 | $2,788-34.8% | $5,569-67.4% | $4,046-55.1% |
| Admin fee / account holder | $261 | $710-63.2% | $16,245-98.4% | $626-58.3% |