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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,202 | $74,552-55.5% | $63,018-47.3% | $69,631-52.3% |
| Participation rate | 28.1% | 78.3%-50.2pp | 74.8%-46.7pp | 70.7%-42.6pp |
| Annual return | 16.17% | 15.77%+0.4pp | 87.62%-71.4pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $728 | $2,974-75.5% | $3,330-78.1% | $3,224-77.4% |
| Admin fee / account holder | $94 | $59+58.8% | $3,601-97.4% | $110-14.6% |