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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $4,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,338 | $71,192+8.6% | $117,861-34.4% | $62,293+24.2% |
| Participation rate | 52.5% | 74.2%-21.8pp | 79.7%-27.2pp | 69.5%-17.0pp |
| Annual return | 16.24% | 18.66%-2.4pp | 335.11%-318.9pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,009 | $1,934+3.9% | $3,786-46.9% | $2,042-1.6% |
| Participant deferral / active EE | $523 | $3,189-83.6% | $4,482-88.3% | $3,169-83.5% |
| Admin fee / account holder | $29 | $587-95.1% | $8,021-99.6% | $479-94.0% |