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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,445 | $59,402+10.2% | $93,654-30.1% | $74,546-12.2% |
| Participation rate | 91.9% | 59.7%+32.2pp | 68.7%+23.2pp | 67.2%+24.7pp |
| Annual return | 13.01% | 81.86%-68.8pp | 133.34%-120.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,309 | $1,265+3.5% | $2,421-45.9% | $2,624-50.1% |
| Participant deferral / active EE | $4,658 | $3,049+52.8% | $4,413+5.5% | $4,347+7.1% |
| Admin fee / account holder | $105 | $3,023-96.5% | $8,282-98.7% | $1,944-94.6% |