Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $7,780 |
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 | $56,618 | $110,483-48.8% | $145,433-61.1% | $79,634-28.9% |
| Participation rate | 92.6% | 71.1%+21.5pp | 82.1%+10.4pp | 62.5%+30.1pp |
| Annual return | 16.41% | 24.62%-8.2pp | 66.58%-50.2pp | 36.46%-20.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $6,134 | $7,216-15.0% | $7,897-22.3% | $3,835+60.0% |
| Admin fee / account holder | $11 | $680-98.4% | $13,129-99.9% | $1,002-98.9% |