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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $45,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,476 | $56,152+155.5% | $185,823-22.8% | $73,409+95.4% |
| Participation rate | 66.8% | 67.6%-0.8pp | 78.0%-11.3pp | 72.2%-5.4pp |
| Annual return | 13.34% | 17.59%-4.3pp | 35.95%-22.6pp | 59.29%-46.0pp |
| Employer contribution / active EE | $701 | $1,532-54.3% | $4,087-82.9% | $2,234-68.6% |
| Participant deferral / active EE | $7,939 | $3,659+117.0% | $5,632+41.0% | $3,805+108.6% |
| Admin fee / account holder | $151 | $132+14.2% | $9,500-98.4% | $158-4.5% |