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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,029 | $43,133-72.1% | $89,414-86.5% | $73,493-83.6% |
| Participation rate | 67.0% | 55.0%+12.0pp | 68.0%-1.0pp | 70.7%-3.7pp |
| Annual return | 16.87% | 135.66%-118.8pp | 245.50%-228.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,413 | $2,445-42.2% | $3,890-63.7% | $3,740-62.2% |
| Admin fee / account holder | $47 | $444-89.3% | $4,883-99.0% | $513-90.8% |