Filed July 21, 2021
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Custodi... | $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 | $145,174-61.0% | $182,262-68.9% | $69,255-18.2% |
| Participation rate | 92.6% | 77.3%+15.3pp | 84.2%+8.3pp | 69.0%+23.5pp |
| Annual return | 16.41% | 24.21%-7.8pp | 140.60%-124.2pp | 26.73%-10.3pp |
| Employer contribution / active EE | $0 | $4,864-100.0% | $5,046-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $6,134 | $7,703-20.4% | $8,276-25.9% | $2,890+112.2% |
| Admin fee / account holder | $11 | $791-98.6% | $16,712-99.9% | $733-98.5% |