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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WTRISC ALLIANCE Service code 12 2800 NORTH CENTRAL AVENUE SUITE 900 · PHOENIX, AZ 85004 | Claims processing; Direct payment fro... | $7,125 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 | Trustee (directed); Trustee (bank, tr... | $6,676 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 · EIN 62-1868111 | Recordkeeping | $0 |
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 | $58,892 | $52,639+11.9% | $185,117-68.2% | $62,293-5.5% |
| Participation rate | 97.5% | 63.9%+33.6pp | 77.3%+20.2pp | 69.5%+27.9pp |
| Annual return | 16.40% | 19.57%-3.2pp | 40.50%-24.1pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,047 | $1,483+38.1% | $4,182-51.0% | $2,042+0.3% |
| Participant deferral / active EE | $4,084 | $3,097+31.9% | $5,045-19.1% | $3,169+28.9% |
| Admin fee / account holder | $67 | $374-82.1% | $8,159-99.2% | $479-86.1% |