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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $102,694 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,242 |
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,097 | $88,890-79.6% | $102,423-82.3% | $77,643-76.7% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 15.06% | 24.98%-9.9pp | 29.32%-14.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $866 | $2,698-67.9% | $3,023-71.3% | $2,726-68.2% |
| Participant deferral / active EE | $3,835 | $5,145-25.5% | $5,053-24.1% | $4,647-17.5% |
| Admin fee / account holder | $66 | $235-72.1% | $9,451-99.3% | $430-84.7% |