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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,271 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,124 | $43,075-20.8% | $74,577-54.2% | $62,881-45.7% |
| Participation rate | 94.9% | 58.1%+36.8pp | 68.1%+26.8pp | 69.3%+25.6pp |
| Annual return | 6.67% | 17.50%-10.8pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,461 | $1,498-2.4% | $2,525-42.1% | $2,281-35.9% |
| Participant deferral / active EE | $1,571 | $2,389-34.3% | $3,458-54.6% | $3,203-51.0% |
| Admin fee / account holder | $89 | $2,840-96.9% | $4,138-97.8% | $4,296-97.9% |