Filed July 17, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,612 | $46,173+185.0% | $170,442-22.8% | $69,631+89.0% |
| Participation rate | 89.2% | 63.9%+25.3pp | 83.6%+5.6pp | 70.7%+18.5pp |
| Annual return | 13.61% | 21.62%-8.0pp | 205.93%-192.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,778 | $1,610+72.6% | $5,433-48.9% | $2,032+36.7% |
| Participant deferral / active EE | $4,819 | $2,080+131.6% | $4,939-2.4% | $3,224+49.5% |
| Admin fee / account holder | $30 | $116-74.6% | $13,880-99.8% | $110-73.3% |