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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $55,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,997 | $56,152-30.6% | $185,861-79.0% | $73,412-46.9% |
| Participation rate | 65.5% | 67.6%-2.1pp | 78.0%-12.6pp | 72.2%-6.7pp |
| Annual return | 16.67% | 17.59%-0.9pp | 35.96%-19.3pp | 59.30%-42.6pp |
| Employer contribution / active EE | $329 | $1,532-78.5% | $4,088-91.9% | $2,234-85.3% |
| Participant deferral / active EE | $2,286 | $3,659-37.5% | $5,634-59.4% | $3,806-39.9% |
| Admin fee / account holder | $196 | $132+48.3% | $9,503-97.9% | $158+24.1% |