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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $2,842 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,813 | $43,496-59.0% | $161,489-89.0% | $64,340-72.3% |
| Participation rate | 90.6% | 53.5%+37.1pp | 78.7%+11.9pp | 55.2%+35.4pp |
| Annual return | 13.86% | 20.76%-6.9pp | 89.72%-75.9pp | 24.14%-10.3pp |
| Employer contribution / active EE | $899 | $1,431-37.2% | $4,268-78.9% | $1,862-51.7% |
| Participant deferral / active EE | $372 | $1,996-81.4% | $5,630-93.4% | $2,980-87.5% |
| Admin fee / account holder | $11 | $2,330-99.5% | $16,006-99.9% | $3,703-99.7% |