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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,573 |
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 | $38,645 | $89,123-56.6% | $102,460-62.3% | $77,762-50.3% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 25.73% | 25.05%+0.7pp | 29.47%-3.7pp | 31.27%-5.5pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,581 | $5,148+8.4% | $5,056+10.4% | $4,651+20.0% |
| Admin fee / account holder | $65 | $236-72.4% | $9,460-99.3% | $433-85.0% |