Filed March 31, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $42,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,429 | $65,447-48.9% | $86,690-61.4% | $66,923-50.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 76.6%+6.8pp | 69.8%+13.5pp |
| Annual return | -14.34% | -10.89%-3.4pp | 35.93%-50.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,661 | $2,154+23.6% | $2,837-6.2% | $2,545+4.6% |
| Participant deferral / active EE | $4,446 | $4,101+8.4% | $4,656-4.5% | $4,237+4.9% |
| Admin fee / account holder | $161 | $642-74.8% | $7,490-97.8% | $593-72.8% |