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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $2,356 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $1,275 |
Service code 12 · EIN 94-1737782 | Custodial (securities); Account maint... | $1,201 |
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 | $34,026 | $60,165-43.4% | $74,184-54.1% | $55,167-38.3% |
| Participation rate | 96.7% | 74.2%+22.6pp | 76.6%+20.1pp | 69.0%+27.7pp |
| Annual return | 10.15% | 10.00%+0.2pp | 17.74%-7.6pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,441 | $1,600-9.9% | $2,370-39.2% | $1,963-26.6% |
| Participant deferral / active EE | $1,834 | $2,973-38.3% | $3,550-48.3% | $3,054-40.0% |
| Admin fee / account holder | $5 | $419-98.9% | $5,586-99.9% | $504-99.1% |