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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,778 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $5,647 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $139,412 | $130,294+7.0% | $170,043-18.0% | $71,511+95.0% |
| Participation rate | 87.8% | 86.2%+1.6pp | 87.0%+0.8pp | 67.9%+19.9pp |
| Annual return | 18.53% | 20.36%-1.8pp | 53.40%-34.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $2,696 | $4,385-38.5% | $6,790-60.3% | $2,589+4.1% |
| Participant deferral / active EE | $5,559 | $6,928-19.8% | $10,410-46.6% | $4,291+29.6% |
| Admin fee / account holder | $142 | $966-85.4% | $12,824-98.9% | $1,588-91.1% |