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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,449 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,110 | $52,293-53.9% | $178,499-86.5% | $73,412-67.2% |
| Participation rate | 16.8% | 65.3%-48.6pp | 81.9%-65.1pp | 72.2%-55.4pp |
| Annual return | 9.25% | 34.75%-25.5pp | 151.10%-141.8pp | 59.30%-50.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $810 | $2,332-65.3% | $5,202-84.4% | $3,806-78.7% |
| Admin fee / account holder | $221 | $127+73.2% | $13,986-98.4% | $158+39.7% |