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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $48,919 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,904 | $99,957+13.0% | $149,745-24.6% | $73,497+53.6% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 11.63% | 53.87%-42.2pp | 276.72%-265.1pp | 28.51%-16.9pp |
| Employer contribution / active EE | $9,275 | $3,191+190.6% | $4,646+99.6% | $2,270+308.6% |
| Participant deferral / active EE | $6,556 | $6,073+8.0% | $6,843-4.2% | $3,740+75.3% |
| Admin fee / account holder | $229 | $551-58.5% | $9,312-97.5% | $513-55.4% |