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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $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).
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 | $32,953 | $47,163-30.1% | $149,696-78.0% | $74,460-55.7% |
| Participation rate | 65.2% | 63.4%+1.8pp | 78.8%-13.6pp | 70.7%-5.6pp |
| Annual return | 10.76% | 22.75%-12.0pp | 134.46%-123.7pp | 34.38%-23.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,973 | $2,730-27.7% | $5,682-65.3% | $4,530-56.5% |
| Admin fee / account holder | $48 | $343-85.9% | $13,212-99.6% | $348-86.1% |