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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $59,793 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 50 7316 WISCONSIN AVE. · BETHSADA, MD 20814 | Direct Payment | $27,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,121 | $84,493+74.1% | $125,381+17.3% | $66,938+119.8% |
| Participation rate | 87.1% | 76.4%+10.7pp | 82.4%+4.8pp | 69.8%+17.3pp |
| Annual return | -17.57% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,501 | $3,554+139.2% | $4,815+76.5% | $2,545+234.0% |
| Participant deferral / active EE | $10,194 | $6,783+50.3% | $7,448+36.9% | $4,238+140.5% |
| Admin fee / account holder | $240 | $685-64.9% | $10,007-97.6% | $594-59.5% |