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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,056 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,066 |
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 | $130,073 | $106,110+22.6% | $147,005-11.5% | $77,671+67.5% |
| Participation rate | 73.1% | 78.4%-5.3pp | 82.2%-9.0pp | 70.6%+2.5pp |
| Annual return | 16.11% | 56.77%-40.7pp | 418.76%-402.7pp | 31.21%-15.1pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,056 | $7,992+13.3% | $8,070+12.2% | $4,648+94.8% |
| Admin fee / account holder | $46 | $338-86.3% | $13,006-99.6% | $430-89.3% |