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 13 · EIN 27-2037969 | Contract Administrator | $33,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,370 | $47,180-12.3% | $149,723-72.4% | $74,473-44.4% |
| Participation rate | 39.9% | 63.4%-23.5pp | 78.8%-38.8pp | 70.7%-30.8pp |
| Annual return | 11.04% | 22.75%-11.7pp | 134.50%-123.5pp | 34.36%-23.3pp |
| Employer contribution / active EE | $992 | $1,907-48.0% | $4,821-79.4% | $2,638-62.4% |
| Participant deferral / active EE | $2,105 | $2,730-22.9% | $5,682-63.0% | $4,530-53.5% |
| Admin fee / account holder | $50 | $343-85.4% | $13,215-99.6% | $347-85.6% |