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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,255 | $95,438+11.3% | $135,982-21.9% | $74,473+42.7% |
| Participation rate | 73.7% | 78.2%-4.5pp | 81.9%-8.2pp | 70.7%+3.0pp |
| Annual return | 21.12% | 32.61%-11.5pp | 68.32%-47.2pp | 34.36%-13.2pp |
| Employer contribution / active EE | $5 | $3,878-99.9% | $4,859-99.9% | $2,638-99.8% |
| Participant deferral / active EE | $7,782 | $7,790-0.1% | $7,760+0.3% | $4,530+71.8% |
| Admin fee / account holder | $45 | $259-82.6% | $10,767-99.6% | $347-87.0% |