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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT CAPITAL Service code 26 · EIN 86-1109193 | Advisory (Participants) | $287,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$275,276 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,624 | $80,354+4.1% | $133,975-37.6% | $63,975+30.7% |
| Participation rate | 98.2% | 87.5%+10.6pp | 87.1%+11.1pp | 71.1%+27.0pp |
| Annual return | 11.14% | 13.11%-2.0pp | 29.29%-18.2pp | 48.65%-37.5pp |
| Employer contribution / active EE | $4,128 | $3,503+17.8% | $5,211-20.8% | $2,182+89.2% |
| Participant deferral / active EE | $6,681 | $5,239+27.5% | $6,282+6.4% | $3,356+99.1% |
| Admin fee / account holder | $85 | $69+22.0% | $9,324-99.1% | $70+20.0% |