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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $64,481 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,623 | $56,095-41.8% | $178,498-81.7% | $90,274-63.9% |
| Participation rate | 96.9% | 65.6%+31.4pp | 81.9%+15.0pp | 73.4%+23.6pp |
| Annual return | 19.74% | 28.81%-9.1pp | 151.09%-131.4pp | 53.97%-34.2pp |
| Employer contribution / active EE | $2,694 | $1,572+71.3% | $5,011-46.2% | $2,523+6.7% |
| Participant deferral / active EE | $4,004 | $2,669+50.0% | $5,202-23.0% | $4,231-5.4% |
| Admin fee / account holder | $50 | $101-50.6% | $13,985-99.6% | $114-56.4% |