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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,540 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $27,760 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,650 |
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 | $132,920 | $69,774+90.5% | $67,575+96.7% | $74,459+78.5% |
| Participation rate | 89.7% | 71.4%+18.3pp | 72.9%+16.8pp | 67.2%+22.5pp |
| Annual return | 17.49% | -40.53%+58.0pp | 3528.98%-3511.5pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $3,912 | $2,710+44.3% | $2,736+43.0% | $2,626+49.0% |
| Participant deferral / active EE | $6,976 | $3,636+91.8% | $4,003+74.2% | $4,350+60.4% |
| Admin fee / account holder | $263 | $890-70.4% | $3,993-93.4% | $1,945-86.5% |