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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $63,294 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $12,696 |
Filed as: MERRILL LYNCH Service code 33 1224 SUMTER STREET · COLUMBIA, SC 29201 | Distribution (12b-1) fees; Securities... | $0 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,919 | $46,173-67.7% | $170,442-91.2% | $69,631-78.6% |
| Participation rate | 77.9% | 63.9%+14.0pp | 83.6%-5.7pp | 70.7%+7.2pp |
| Annual return | 11.14% | 21.62%-10.5pp | 205.93%-194.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $619 | $1,610-61.5% | $5,433-88.6% | $2,032-69.5% |
| Participant deferral / active EE | $893 | $2,080-57.1% | $4,939-81.9% | $3,224-72.3% |
| Admin fee / account holder | $48 | $116-58.7% | $13,880-99.7% | $110-56.7% |