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 | $19,903 |
Service code 27 · EIN 16-1728260 | Advisory (Plan) | $13,077 |
Filed as: ROZIER, MCKAY, & WILLIS Service code 10 · EIN 72-0949765 PO BOX 12178 · ALEXANDRIA, LA 71315 | Accounting | $11,594 |
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 | $145,209 | $101,653+42.8% | $147,080-1.3% | $74,459+95.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.65% | 8754.98%-8742.3pp | 420.17%-407.5pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $5,125 | $3,813+34.4% | $4,933+3.9% | $2,626+95.2% |
| Participant deferral / active EE | $10,150 | $7,304+39.0% | $8,066+25.8% | $4,350+133.4% |
| Admin fee / account holder | $222 | $1,752-87.3% | $12,989-98.3% | $1,945-88.6% |