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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $30,612 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $15,913 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,664 | $89,652+75.9% | $141,191+11.7% | $65,185+141.9% |
| Participation rate | 89.9% | 74.7%+15.2pp | 82.5%+7.4pp | 70.2%+19.7pp |
| Annual return | 1.57% | 32.79%-31.2pp | 71.41%-69.8pp | 29.38%-27.8pp |
| Employer contribution / active EE | $6,254 | $3,065+104.1% | $4,736+32.0% | $2,177+187.3% |
| Participant deferral / active EE | $4,098 | $5,691-28.0% | $6,710-38.9% | $3,514+16.6% |
| Admin fee / account holder | $140 | $569-75.5% | $10,264-98.6% | $847-83.5% |