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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,118 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,206 | $62,928-74.2% | $172,753-90.6% | $67,582-76.0% |
| Participation rate | 71.0% | 64.5%+6.5pp | 82.6%-11.6pp | 71.3%-0.3pp |
| Annual return | 23.81% | 30.36%-6.5pp | 803.00%-779.2pp | 378.57%-354.8pp |
| Employer contribution / active EE | $1,363 | $1,636-16.7% | $5,144-73.5% | $2,148-36.5% |
| Participant deferral / active EE | $2,523 | $2,145+17.7% | $5,198-51.4% | $3,539-28.7% |
| Admin fee / account holder | $28 | $167-83.2% | $13,956-99.8% | $142-80.3% |