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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $77,682 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,493 | $99,957-79.5% | $149,730-86.3% | $73,493-72.1% |
| Participation rate | 87.6% | 75.7%+11.9pp | 82.5%+5.1pp | 70.7%+16.9pp |
| Annual return | 18.99% | 53.87%-34.9pp | 276.70%-257.7pp | 28.51%-9.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,405 | $6,073-27.5% | $6,843-35.6% | $3,740+17.8% |
| Admin fee / account holder | $135 | $551-75.4% | $9,310-98.5% | $513-73.6% |