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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 | $101,653-9.7% | $147,080-37.6% | $74,459+23.3% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.2%+14.2pp | 67.2%+29.1pp |
| Annual return | 18.55% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $8,208 | $3,813+115.2% | $4,933+66.4% | $2,626+212.6% |
| Participant deferral / active EE | $9,572 | $7,304+31.1% | $8,066+18.7% | $4,350+120.1% |
| Admin fee / account holder | $57 | $1,752-96.7% | $12,989-99.6% | $1,945-97.1% |