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.8 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $56,523 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 513 STATE STREET · BRISTOL, VA 24201 | Accounting | $16,420 |
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 | $51,387 | $51,283+0.2% | $95,740-46.3% | $71,511-28.1% |
| Participation rate | 89.6% | 63.1%+26.5pp | 72.3%+17.4pp | 67.9%+21.7pp |
| Annual return | 13.91% | 25.25%-11.3pp | 28.41%-14.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $612 | $1,817-66.3% | $2,836-78.4% | $2,589-76.4% |
| Participant deferral / active EE | $4,505 | $3,365+33.9% | $4,244+6.1% | $4,291+5.0% |
| Admin fee / account holder | $240 | $1,135-78.8% | $5,676-95.8% | $1,588-84.9% |