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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 | $59,456+10.1% | $93,669-30.1% | $74,429-12.1% |
| Participation rate | 91.9% | 59.6%+32.2pp | 68.7%+23.2pp | 67.2%+24.7pp |
| Annual return | 13.01% | 82.00%-69.0pp | 133.59%-120.6pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,309 | $1,266+3.4% | $2,424-46.0% | $2,625-50.1% |
| Participant deferral / active EE | $4,658 | $3,052+52.6% | $4,416+5.5% | $4,348+7.1% |
| Admin fee / account holder | $105 | $3,026-96.5% | $8,291-98.7% | $1,944-94.6% |