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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 | $26,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,862 | $61,391+311.9% | $149,723+68.9% | $71,529+253.5% |
| Participation rate | 83.1% | 62.5%+20.6pp | 78.8%+4.3pp | 67.9%+15.1pp |
| Annual return | 19.57% | 35.88%-16.3pp | 134.50%-114.9pp | 28.97%-9.4pp |
| Employer contribution / active EE | $7,692 | $2,384+222.7% | $4,821+59.5% | $2,590+197.0% |
| Participant deferral / active EE | $6,005 | $2,921+105.6% | $5,682+5.7% | $4,291+39.9% |
| Admin fee / account holder | $224 | $1,264-82.3% | $13,215-98.3% | $1,588-85.9% |