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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,023 | $101,591+83.1% | $147,096+26.5% | $74,429+149.9% |
| Participation rate | 89.2% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 16.33% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,940 | $3,813-49.1% | $4,936-60.7% | $2,625-26.1% |
| Participant deferral / active EE | $9,225 | $7,302+26.3% | $8,071+14.3% | $4,348+112.1% |
| Admin fee / account holder | $39 | $1,750-97.8% | $13,005-99.7% | $1,944-98.0% |