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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,150 | $46,722-59.0% | $130,660-85.3% | $65,186-70.6% |
| Participation rate | 32.2% | 60.9%-28.7pp | 71.7%-39.5pp | 70.2%-38.0pp |
| Annual return | 22.16% | 24.17%-2.0pp | 1709.29%-1687.1pp | 29.39%-7.2pp |
| Employer contribution / active EE | $503 | $1,488-66.2% | $4,092-87.7% | $2,177-76.9% |
| Participant deferral / active EE | $873 | $2,545-65.7% | $3,603-75.8% | $3,514-75.2% |
| Admin fee / account holder | $194 | $453-57.2% | $5,463-96.5% | $847-77.1% |