Filed December 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $78,445 |
WISS & COMPANY, LLP2+ years Service code 10 · EIN 22-1732349 | Accounting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,830 | $63,905-1.7% | $74,184-15.3% | $57,658+9.0% |
| Participation rate | 90.1% | 79.8%+10.4pp | 76.6%+13.5pp | 70.2%+19.9pp |
| Annual return | 15.28% | 60.60%-45.3pp | 17.74%-2.5pp | 5.13%+10.1pp |
| Employer contribution / active EE | $2,000 | $1,840+8.7% | $2,370-15.6% | $1,974+1.3% |
| Participant deferral / active EE | $5,178 | $3,448+50.2% | $3,550+45.9% | $3,061+69.2% |
| Admin fee / account holder | $151 | $91+66.1% | $5,586-97.3% | $95+60.0% |