Filed November 10, 2017
Total covered: 136 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $55,987 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,148 | $80,005-39.8% | $140,016-65.6% | $55,725-13.6% |
| Participation rate | 98.0% | 87.0%+11.0pp | 87.5%+10.5pp | 70.9%+27.2pp |
| Annual return | -2.63% | 0.46%-3.1pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $3,837 | $3,403+12.8% | $5,606-31.6% | $2,078+84.6% |
| Participant deferral / active EE | $8,401 | $5,264+59.6% | $6,927+21.3% | $3,356+150.4% |
| Admin fee / account holder | $93 | $116-19.5% | $10,705-99.1% | $115-19.1% |