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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,756 | $121,341+16.8% | $189,537-25.2% | $79,391+78.6% |
| Participation rate | 87.2% | 86.1%+1.1pp | 87.8%-0.6pp | 70.7%+16.5pp |
| Annual return | 13.62% | 21.08%-7.5pp | 555.34%-541.7pp | 116.88%-103.3pp |
| Employer contribution / active EE | $3,779 | $3,915-3.5% | $6,161-38.7% | $2,428+55.7% |
| Participant deferral / active EE | $5,225 | $6,395-18.3% | $8,220-36.4% | $4,046+29.1% |
| Admin fee / account holder | $49 | $651-92.4% | $12,048-99.6% | $627-92.1% |