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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,591 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,619 | $65,440-37.9% | $98,506-58.8% | $85,851-52.7% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.3%+3.7pp | 69.3%+7.8pp |
| Annual return | 9.44% | 21.75%-12.3pp | 1494.92%-1485.5pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,468 | $2,169-32.3% | $2,961-50.4% | $2,565-42.8% |
| Participant deferral / active EE | $991 | $3,168-68.7% | $4,277-76.8% | $3,952-74.9% |
| Admin fee / account holder | $256 | $4,596-94.4% | $5,955-95.7% | $6,261-95.9% |