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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $110,750 |
Participant 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,059 | $176,491-92.0% | $95,952-85.3% | $90,288-84.4% |
| Participation rate | 99.9% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 16.21% | 20.14%-3.9pp | 91.61%-75.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,549 | $2,789-44.5% | $2,541-39.1% | $2,524-38.6% |
| Participant deferral / active EE | $1,292 | $5,340-75.8% | $4,167-69.0% | $4,232-69.5% |
| Admin fee / account holder | $44 | $154-71.7% | $6,795-99.4% | $114-61.8% |