Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
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 | $14,059 | $176,471-92.0% | $95,964-85.3% | $90,274-84.4% |
| Participation rate | 99.9% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 16.21% | 20.15%-3.9pp | 91.64%-75.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,549 | $2,783-44.4% | $2,541-39.1% | $2,523-38.6% |
| Participant deferral / active EE | $1,292 | $5,325-75.7% | $4,167-69.0% | $4,231-69.5% |
| Admin fee / account holder | $44 | $154-71.8% | $6,797-99.4% | $114-61.8% |