Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,479 | $37,440-77.4% | $77,081-89.0% | $66,930-87.3% |
| Participation rate | 79.1% | 52.9%+26.2pp | 67.9%+11.2pp | 69.8%+9.3pp |
| Annual return | -12.35% | -3.26%-9.1pp | 42.33%-54.7pp | 1.57%-13.9pp |
| Employer contribution / active EE | $9 | $1,534-99.4% | $2,813-99.7% | $2,545-99.6% |
| Participant deferral / active EE | $1,716 | $2,620-34.5% | $4,428-61.2% | $4,238-59.5% |
| Admin fee / account holder | $71 | $568-87.4% | $5,427-98.7% | $593-88.0% |