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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,034 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,149 | $47,135-95.4% | $149,717-98.6% | $74,440-97.1% |
| Participation rate | 79.5% | 63.4%+16.1pp | 78.8%+0.8pp | 70.7%+8.8pp |
| Annual return | 23.35% | 22.75%+0.6pp | 134.41%-111.1pp | 34.37%-11.0pp |
| Employer contribution / active EE | $426 | $1,906-77.6% | $4,820-91.2% | $2,638-83.9% |
| Participant deferral / active EE | $268 | $2,728-90.2% | $5,682-95.3% | $4,529-94.1% |
| Admin fee / account holder | $87 | $343-74.5% | $13,213-99.3% | $348-74.9% |