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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,885 | $97,044-40.4% | $83,333-30.5% | $135,375-57.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -1.82% | 12.31%-14.1pp | 10.63%-12.5pp | 519.73%-521.6pp |
| Employer contribution / active EE | $3,282 | $4,143-20.8% | $3,379-2.8% | $4,779-31.3% |
| Participant deferral / active EE | $18,588 | $5,964+211.6% | $5,565+234.0% | $5,609+231.4% |
| Admin fee / account holder | $85 | $8,380-99.0% | $7,510-98.9% | $10,827-99.2% |