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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $55,377 |
CERITY PARTNERS4 years Service code 26 · EIN 27-1180831 335 MADISON AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $53,631 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,769 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,826 | $50,919-13.9% | $155,556-71.8% | $77,762-43.6% |
| Participation rate | 91.3% | 63.1%+28.3pp | 78.2%+13.1pp | 70.6%+20.8pp |
| Annual return | 13.55% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $985 | $1,991-50.5% | $4,675-78.9% | $2,728-63.9% |
| Participant deferral / active EE | $3,317 | $2,824+17.4% | $5,631-41.1% | $4,651-28.7% |
| Admin fee / account holder | $213 | $437-51.3% | $15,885-98.7% | $433-50.9% |