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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $19,024 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,668 | $104,336+217.9% | $159,495+107.9% | $86,828+282.0% |
| Participation rate | 99.8% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.5pp |
| Annual return | 13.30% | 26.32%-13.0pp | 263.72%-250.4pp | 97.95%-84.6pp |
| Employer contribution / active EE | $4,152 | $3,451+20.3% | $4,831-14.1% | $2,406+72.5% |
| Participant deferral / active EE | $10,725 | $6,837+56.9% | $7,354+45.8% | $4,132+159.6% |
| Admin fee / account holder | $39 | $172-77.4% | $10,804-99.6% | $170-77.1% |