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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,301 |
Filed as: FOCUS PARTNERS ADVISOR SOLUTIONS Service code 27 · EIN 90-0751149 | Advisory (Plan) | $7,722 |
Service code 27 · EIN 16-1728260 | Advisory (Plan) | $7,388 |
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 | $164,569 | $82,133+100.4% | $147,318+11.7% | $64,097+156.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 12.40% | 78.78%-66.4pp | 70.43%-58.0pp | 34.64%-22.2pp |
| Employer contribution / active EE | $5,253 | $2,872+82.9% | $4,593+14.4% | $1,891+177.7% |
| Participant deferral / active EE | $9,723 | $5,407+79.8% | $7,906+23.0% | $3,080+215.7% |
| Admin fee / account holder | $205 | $3,730-94.5% | $13,708-98.5% | $3,454-94.1% |