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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $99,944 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,942 | $88,122+263.1% | $141,200+126.6% | $67,584+373.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 20.29% | 75.40%-55.1pp | 71.41%-51.1pp | 378.59%-358.3pp |
| Employer contribution / active EE | $13,700 | $3,224+324.9% | $4,736+189.3% | $2,148+537.8% |
| Participant deferral / active EE | $10,314 | $5,958+73.1% | $6,710+53.7% | $3,540+191.4% |
| Admin fee / account holder | $39 | $131-70.2% | $10,265-99.6% | $142-72.6% |