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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 26 300 PRIMERA BLVD · HEATHROW, FL 32746 | Advisory (Participants) | $80,000 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $65,334 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 | Securities Custodian | $63,281 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,359 | $82,188+93.9% | $125,391+27.1% | $64,824+145.8% |
| Participation rate | 80.6% | 77.9%+2.6pp | 82.4%-1.8pp | 71.5%+9.1pp |
| Annual return | -12.95% | 3.50%-16.4pp | 572.41%-585.4pp | 32.84%-45.8pp |
| Employer contribution / active EE | $4,598 | $3,617+27.1% | $4,816-4.5% | $2,507+83.4% |
| Participant deferral / active EE | $8,498 | $7,177+18.4% | $7,448+14.1% | $4,311+97.1% |
| Admin fee / account holder | $246 | $163+50.9% | $10,009-97.5% | $188+31.1% |