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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $54,628 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,463 | $42,901-15.0% | $91,225-60.0% | $64,819-43.7% |
| Participation rate | 90.6% | 68.1%+22.4pp | 73.2%+17.4pp | 71.5%+19.1pp |
| Annual return | -17.76% | -13.53%-4.2pp | 114.12%-131.9pp | 32.84%-50.6pp |
| Employer contribution / active EE | $862 | $1,571-45.1% | $2,851-69.8% | $2,507-65.6% |
| Participant deferral / active EE | $3,606 | $3,501+3.0% | $4,233-14.8% | $4,311-16.3% |
| Admin fee / account holder | $142 | $131+8.5% | $5,422-97.4% | $188-24.3% |