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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $17,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,816 | $101,591-9.6% | $147,096-37.6% | $74,429+23.4% |
| Participation rate | 96.4% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.1pp |
| Annual return | 18.55% | 8746.45%-8727.9pp | 419.75%-401.2pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $8,208 | $3,813+115.3% | $4,936+66.3% | $2,625+212.7% |
| Participant deferral / active EE | $9,572 | $7,302+31.1% | $8,071+18.6% | $4,348+120.1% |
| Admin fee / account holder | $57 | $1,750-96.7% | $13,005-99.6% | $1,944-97.1% |