Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $126,459 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,517 | $79,519-72.9% | $95,960-77.6% | $73,412-70.7% |
| Participation rate | 98.4% | 81.2%+17.2pp | 77.1%+21.3pp | 72.2%+26.2pp |
| Annual return | 15.75% | 19.20%-3.4pp | 91.63%-75.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $682 | $2,048-66.7% | $2,541-73.1% | $2,234-69.4% |
| Participant deferral / active EE | $3,321 | $4,138-19.7% | $4,167-20.3% | $3,806-12.7% |
| Admin fee / account holder | $216 | $184+17.1% | $6,797-96.8% | $158+36.7% |