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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,569 | $90,107+82.6% | $182,262-9.7% | $69,733+136.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 84.2%+15.8pp | 62.5%+37.5pp |
| Annual return | 12.40% | 95.58%-83.2pp | 140.60%-128.2pp | 15.22%-2.8pp |
| Employer contribution / active EE | $5,253 | $3,043+72.6% | $5,046+4.1% | $2,250+133.4% |
| Participant deferral / active EE | $9,723 | $5,135+89.4% | $8,276+17.5% | $3,054+218.3% |
| Admin fee / account holder | $205 | $3,377-93.9% | $16,712-98.8% | $3,102-93.4% |