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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,281 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,764 | $185,342-91.0% | $111,297-84.9% | $86,799-80.7% |
| Participation rate | 97.5% | 81.0%+16.5pp | 77.3%+20.2pp | 72.3%+25.2pp |
| Annual return | 13.93% | 500.80%-486.9pp | 54.65%-40.7pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,122 | $2,246-50.0% | $2,731-58.9% | $2,405-53.4% |
| Participant deferral / active EE | $758 | $4,458-83.0% | $4,487-83.1% | $4,131-81.7% |
| Admin fee / account holder | $78 | $255-69.3% | $7,964-99.0% | $170-53.8% |