See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $198,461 |
Service code 28 5520 MONROE STREET · SYLVANIA, OH 43560 | Investment Management | $49,935 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ban... | $9,257 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,921 | $65,908-68.3% | $81,812-74.4% | $77,643-73.1% |
| Participation rate | 72.6% | 65.8%+6.8pp | 72.3%+0.2pp | 70.6%+2.0pp |
| Annual return | 10.26% | 26.64%-16.4pp | 773.79%-763.5pp | 31.24%-21.0pp |
| Employer contribution / active EE | $319 | $2,370-86.5% | $2,912-89.0% | $2,726-88.3% |
| Participant deferral / active EE | $2,553 | $3,505-27.2% | $4,319-40.9% | $4,647-45.1% |
| Admin fee / account holder | $326 | $526-38.1% | $7,386-95.6% | $430-24.3% |