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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $106,093 |
Participant 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).
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 | $31,914 | $52,293-39.0% | $178,498-82.1% | $73,412-56.5% |
| Participation rate | 98.7% | 65.3%+33.3pp | 81.9%+16.7pp | 72.2%+26.5pp |
| Annual return | 11.39% | 34.75%-23.4pp | 151.09%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $3,650 | $1,735+110.3% | $5,011-27.2% | $2,234+63.4% |
| Participant deferral / active EE | $408 | $2,332-82.5% | $5,202-92.2% | $3,806-89.3% |
| Admin fee / account holder | $130 | $127+2.5% | $13,985-99.1% | $158-17.4% |