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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $31,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,953 | $47,126-30.1% | $149,673-78.0% | $74,419-55.7% |
| Participation rate | 65.2% | 63.4%+1.8pp | 78.8%-13.6pp | 70.7%-5.5pp |
| Annual return | 10.76% | 22.75%-12.0pp | 134.42%-123.7pp | 34.38%-23.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,973 | $2,728-27.7% | $5,680-65.3% | $4,528-56.4% |
| Admin fee / account holder | $48 | $343-85.9% | $13,210-99.6% | $348-86.1% |