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 37 · EIN 27-2037969 | Loan Processing | $30,416 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 2435 N. CENTRAL, # 1020 · RICHARDSON, TX 75080 | Advisory (Plan) | $18,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP CONSULTING Service code 27 PO BOX 55848 · BOSTON, MA 02205 | Advisory (Plan) | $11,568 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,266 | $88,360+119.9% | $145,433+33.6% | $67,986+185.7% |
| Participation rate | 97.1% | 65.5%+31.6pp | 82.1%+15.0pp | 57.2%+39.9pp |
| Annual return | 18.85% | 63.15%-44.3pp | 66.58%-47.7pp | 31.67%-12.8pp |
| Employer contribution / active EE | $5,103 | $3,054+67.1% | $4,554+12.0% | $2,019+152.8% |
| Participant deferral / active EE | $9,478 | $5,932+59.8% | $7,897+20.0% | $3,358+182.3% |
| Admin fee / account holder | $387 | $3,313-88.3% | $13,129-97.1% | $3,203-87.9% |