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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,651 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $9,946 |
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 26 · EIN 82-1364595 | Advisory (Participants) | $6,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,800 | $50,919-21.8% | $155,556-74.4% | $77,762-48.8% |
| Participation rate | 45.5% | 63.1%-17.6pp | 78.2%-32.7pp | 70.6%-25.1pp |
| Annual return | 13.96% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $434 | $1,991-78.2% | $4,675-90.7% | $2,728-84.1% |
| Participant deferral / active EE | $1,961 | $2,824-30.6% | $5,631-65.2% | $4,651-57.8% |
| Admin fee / account holder | $197 | $437-54.9% | $15,885-98.8% | $433-54.5% |