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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 | $59,467+10.1% | $93,727-30.2% | $74,478-12.1% |
| Participation rate | 91.9% | 59.6%+32.3pp | 68.7%+23.2pp | 67.2%+24.7pp |
| Annual return | 13.01% | 82.14%-69.1pp | 133.83%-120.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,309 | $1,267+3.3% | $2,421-45.9% | $2,626-50.2% |
| Participant deferral / active EE | $4,658 | $3,052+52.6% | $4,417+5.4% | $4,350+7.1% |
| Admin fee / account holder | $105 | $3,028-96.5% | $8,292-98.7% | $1,946-94.6% |