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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $34,596 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 | Securities Custodian | $7,452 |
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 | $49,587 | $58,093-14.6% | $80,022-38.0% | $56,289-11.9% |
| Participation rate | 87.3% | 73.6%+13.7pp | 75.8%+11.5pp | 69.9%+17.5pp |
| Annual return | -1.43% | 34.63%-36.1pp | 11.22%-12.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,193 | $1,933-38.3% | $2,468-51.6% | $2,111-43.5% |
| Participant deferral / active EE | $3,124 | $3,136-0.4% | $3,686-15.2% | $3,350-6.7% |
| Admin fee / account holder | $119 | $623-80.9% | $6,521-98.2% | $521-77.2% |