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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 | $75,058+119.3% | $152,301+8.1% | $64,340+155.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 12.40% | 29.93%-17.5pp | 80.50%-68.1pp | 24.14%-11.7pp |
| Employer contribution / active EE | $5,253 | $2,605+101.7% | $4,624+13.6% | $1,862+182.2% |
| Participant deferral / active EE | $9,723 | $5,041+92.9% | $8,004+21.5% | $2,980+226.2% |
| Admin fee / account holder | $205 | $4,050-94.9% | $14,398-98.6% | $3,703-94.5% |