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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Custodial (securities); Recordkeeping... | $24,206 |
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 | $34,567 | $50,860-32.0% | $155,574-77.8% | $77,714-55.5% |
| Participation rate | 85.5% | 63.1%+22.3pp | 78.2%+7.3pp | 70.6%+14.9pp |
| Annual return | 14.63% | 34.86%-20.2pp | 64.87%-50.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $1,383 | $1,991-30.6% | $4,676-70.4% | $2,727-49.3% |
| Participant deferral / active EE | $2,281 | $2,825-19.2% | $5,629-59.5% | $4,649-50.9% |
| Admin fee / account holder | $33 | $436-92.3% | $15,914-99.8% | $433-92.3% |