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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 | $55,423+315.7% | $155,602+48.1% | $74,400+209.7% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 12.52% | 269.07%-256.6pp | 64.81%-52.3pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $12,699 | $2,266+460.5% | $4,675+171.6% | $2,624+383.9% |
| Participant deferral / active EE | $9,801 | $2,835+245.8% | $5,629+74.1% | $4,348+125.4% |
| Admin fee / account holder | $275 | $1,744-84.2% | $15,923-98.3% | $1,944-85.9% |