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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,599 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS CO. Service code 10 636 SHELBY STREET · BRISTOL, TN 37620 | Accounting | $18,096 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,678 | $49,657+40.3% | $93,063-25.1% | $67,986+2.5% |
| Participation rate | 80.4% | 49.9%+30.5pp | 72.1%+8.3pp | 57.2%+23.2pp |
| Annual return | 12.99% | 26.27%-13.3pp | 34.15%-21.2pp | 31.67%-18.7pp |
| Employer contribution / active EE | $642 | $1,279-49.8% | $2,476-74.1% | $2,019-68.2% |
| Participant deferral / active EE | $4,948 | $2,484+99.2% | $3,958+25.0% | $3,358+47.3% |
| Admin fee / account holder | $249 | $2,843-91.2% | $6,033-95.9% | $3,203-92.2% |