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.7+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $30,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,439 | $71,872+73.1% | $86,691+43.5% | $68,495+81.7% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -10.56% | 3.53%-14.1pp | 35.94%-46.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $4,011 | $2,173+84.6% | $2,837+41.4% | $2,596+54.5% |
| Participant deferral / active EE | $4,435 | $3,779+17.4% | $4,656-4.8% | $4,028+10.1% |
| Admin fee / account holder | $306 | $6,112-95.0% | $7,492-95.9% | $5,403-94.3% |