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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,258 | $55,453-77.9% | $170,435-92.8% | $62,293-80.3% |
| Participation rate | 37.3% | 66.4%-29.1pp | 83.6%-46.3pp | 69.5%-32.2pp |
| Annual return | 10.16% | 21.38%-11.2pp | 205.94%-195.8pp | 28.90%-18.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,059 | $2,303-54.0% | $4,939-78.6% | $3,169-66.6% |
| Admin fee / account holder | $153 | $455-66.4% | $13,881-98.9% | $479-68.1% |