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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,268 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,816 | $55,453-35.4% | $170,435-79.0% | $62,293-42.5% |
| Participation rate | 75.9% | 66.4%+9.5pp | 83.6%-7.7pp | 69.5%+6.3pp |
| Annual return | 19.62% | 21.38%-1.8pp | 205.94%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,026 | $2,164-52.6% | $5,432-81.1% | $2,042-49.8% |
| Participant deferral / active EE | $2,547 | $2,303+10.6% | $4,939-48.4% | $3,169-19.6% |
| Admin fee / account holder | $119 | $455-73.8% | $13,881-99.1% | $479-75.2% |