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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,582 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,453 | $92,076-46.3% | $105,607-53.2% | $77,736-36.4% |
| Participation rate | 98.2% | 81.0%+17.2pp | 75.3%+22.9pp | 70.6%+27.6pp |
| Annual return | 14.42% | 17.84%-3.4pp | 116.11%-101.7pp | 31.26%-16.8pp |
| Employer contribution / active EE | $1,977 | $3,370-41.3% | $3,167-37.6% | $2,728-27.5% |
| Participant deferral / active EE | $3,512 | $5,390-34.8% | $5,011-29.9% | $4,651-24.5% |
| Admin fee / account holder | $26 | $219-88.1% | $10,958-99.8% | $433-94.0% |