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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $25,709 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $15,019 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,255 | $64,138+104.6% | $112,258+16.9% | $66,930+96.1% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.1%+22.9pp | 69.8%+28.2pp |
| Annual return | -14.60% | -13.81%-0.8pp | 27.47%-42.1pp | 1.57%-16.2pp |
| Employer contribution / active EE | $200 | $3,006-93.4% | $3,636-94.5% | $2,545-92.2% |
| Participant deferral / active EE | $13,207 | $3,694+257.5% | $4,728+179.3% | $4,238+211.6% |
| Admin fee / account holder | $184 | $625-70.5% | $6,411-97.1% | $593-68.9% |