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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 | $101,499-9.5% | $147,005-37.5% | $74,546+23.2% |
| Participation rate | 96.4% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 18.55% | 8732.34%-8713.8pp | 418.76%-400.2pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $8,208 | $3,811+115.4% | $4,934+66.3% | $2,624+212.8% |
| Participant deferral / active EE | $9,572 | $7,304+31.1% | $8,070+18.6% | $4,347+120.2% |
| Admin fee / account holder | $57 | $1,748-96.7% | $13,006-99.6% | $1,944-97.1% |