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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $21,217 |
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.
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 | $29,104 | $25,302+15.0% | $74,719-61.0% | $67,579-56.9% |
| Participation rate | 26.0% | 37.8%-11.9pp | 54.5%-28.5pp | 71.3%-45.3pp |
| Annual return | 17.55% | 10291.17%-10273.6pp | 753.05%-735.5pp | 378.56%-361.0pp |
| Employer contribution / active EE | $436 | $446-2.4% | $1,084-59.8% | $2,148-79.7% |
| Participant deferral / active EE | $616 | $954-35.5% | $1,963-68.6% | $3,539-82.6% |
| Admin fee / account holder | $141 | $108+30.9% | $3,334-95.8% | $142-0.9% |