Filed May 3, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $91,680-13.8% | $67,524+17.1% | $77,692+1.7% |
| Participation rate | 92.9% | 76.0%+16.9pp | 72.9%+20.0pp | 70.6%+22.3pp |
| Annual return | 13.53% | 14.87%-1.3pp | 3519.41%-3505.9pp | 31.25%-17.7pp |
| Employer contribution / active EE | $2,050 | $3,186-35.6% | $2,734-25.0% | $2,726-24.8% |
| Participant deferral / active EE | $2,443 | $3,909-37.5% | $4,001-38.9% | $4,648-47.4% |
| Admin fee / account holder | $16 | $176-90.9% | $4,001-99.6% | $431-96.3% |