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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,312 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,476 | $61,166-24.0% | $185,849-75.0% | $79,391-41.5% |
| Participation rate | 73.4% | 66.6%+6.8pp | 81.7%-8.3pp | 70.7%+2.7pp |
| Annual return | 13.29% | 19.45%-6.2pp | 122.10%-108.8pp | 116.88%-103.6pp |
| Employer contribution / active EE | $1,222 | $2,321-47.4% | $5,169-76.4% | $2,428-49.7% |
| Participant deferral / active EE | $4,188 | $2,789+50.2% | $5,569-24.8% | $4,046+3.5% |
| Admin fee / account holder | $65 | $710-90.8% | $16,244-99.6% | $627-89.6% |