Filed May 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,296 |
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 | $79,040 | $91,710-13.8% | $67,560+17.0% | $77,762+1.6% |
| Participation rate | 92.9% | 76.0%+16.8pp | 72.9%+19.9pp | 70.6%+22.3pp |
| Annual return | 13.53% | 14.88%-1.3pp | 3533.50%-3520.0pp | 31.27%-17.7pp |
| Employer contribution / active EE | $2,050 | $3,187-35.7% | $2,737-25.1% | $2,728-24.8% |
| Participant deferral / active EE | $2,443 | $3,911-37.5% | $4,004-39.0% | $4,651-47.5% |
| Admin fee / account holder | $16 | $245-93.4% | $3,994-99.6% | $433-96.3% |