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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,052 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,647 | $71,873+69.3% | $86,698+40.3% | $68,490+77.6% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -11.89% | 3.54%-15.4pp | 35.96%-47.9pp | -7.85%-4.0pp |
| Employer contribution / active EE | $8,898 | $2,173+309.4% | $2,837+213.6% | $2,597+242.6% |
| Participant deferral / active EE | $1,835 | $3,779-51.4% | $4,656-60.6% | $4,028-54.4% |
| Admin fee / account holder | $10 | $6,110-99.8% | $7,492-99.9% | $5,403-99.8% |