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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $26,785 |
Filed as: MAXWELL, LOCKE & RITTER LLP Service code 10 401 CONGRESS AVENUE · AUSTIN, TX 78701 | Accounting | $22,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,885 | $73,102-79.6% | $123,549-88.0% | $56,287-73.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.8pp |
| Annual return | -7.61% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,129 | $2,977-62.1% | $4,628-75.6% | $2,111-46.5% |
| Participant deferral / active EE | $8,832 | $5,423+62.9% | $6,426+37.4% | $3,350+163.7% |
| Admin fee / account holder | $123 | $554-77.8% | $9,284-98.7% | $521-76.4% |