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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Float r... | $42,295 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $17,727 |
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 | $124,324 | $52,722+135.8% | $90,461+37.4% | $73,412+69.4% |
| Participation rate | 87.7% | 67.7%+20.0pp | 72.7%+15.1pp | 72.2%+15.6pp |
| Annual return | 14.07% | 20.70%-6.6pp | 1294.76%-1280.7pp | 59.30%-45.2pp |
| Employer contribution / active EE | $3,968 | $1,872+112.0% | $3,264+21.6% | $2,234+77.7% |
| Participant deferral / active EE | $8,319 | $2,810+196.1% | $3,964+109.8% | $3,806+118.6% |
| Admin fee / account holder | $105 | $117-9.7% | $5,617-98.1% | $158-33.2% |