Filed October 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,864 |
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 | $68,161 | $84,499-19.3% | $125,391-45.6% | $66,949+1.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.03% | -8.49%-6.5pp | 572.41%-587.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $4,481 | $3,554+26.1% | $4,816-7.0% | $2,545+76.0% |
| Participant deferral / active EE | $7,696 | $6,785+13.4% | $7,448+3.3% | $4,239+81.5% |
| Admin fee / account holder | $52 | $685-92.4% | $10,009-99.5% | $594-91.2% |