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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 | $43,749-59.3% | $158,223-88.7% | $65,306-72.7% |
| Participation rate | 90.6% | 56.9%+33.7pp | 79.2%+11.4pp | 57.7%+33.0pp |
| Annual return | 13.86% | 19.41%-5.5pp | 52.09%-38.2pp | 21.94%-8.1pp |
| Employer contribution / active EE | $899 | $1,497-40.0% | $4,109-78.1% | $1,967-54.3% |
| Participant deferral / active EE | $372 | $2,019-81.6% | $5,467-93.2% | $2,959-87.4% |
| Admin fee / account holder | $11 | $1,930-99.4% | $16,047-99.9% | $3,480-99.7% |