Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $56,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $219,948 | $81,494+169.9% | $133,978+64.2% | $73,497+199.3% |
| Participation rate | 97.4% | 76.4%+21.1pp | 79.8%+17.6pp | 70.7%+26.8pp |
| Annual return | 4.34% | 19.40%-15.1pp | 45.10%-40.8pp | 28.51%-24.2pp |
| Employer contribution / active EE | $13,375 | $2,210+505.3% | $3,919+241.3% | $2,270+489.2% |
| Participant deferral / active EE | $6,639 | $3,787+75.3% | $5,047+31.5% | $3,740+77.5% |
| Admin fee / account holder | $420 | $713-41.2% | $8,930-95.3% | $513-18.2% |