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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $40,009 |
Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $17,147 |
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 | $230,385 | $55,437+315.6% | $155,534+48.1% | $74,459+209.4% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 12.52% | 269.58%-257.1pp | 64.92%-52.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $12,699 | $2,266+460.4% | $4,675+171.7% | $2,626+383.6% |
| Participant deferral / active EE | $9,801 | $2,837+245.4% | $5,630+74.1% | $4,350+125.3% |
| Admin fee / account holder | $275 | $1,742-84.2% | $15,900-98.3% | $1,945-85.9% |