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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,502 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,695 | $52,722-0.1% | $90,440-41.7% | $73,412-28.2% |
| Participation rate | 24.5% | 67.7%-43.3pp | 72.7%-48.2pp | 72.2%-47.7pp |
| Annual return | 15.34% | 20.70%-5.4pp | 1294.38%-1279.0pp | 59.30%-44.0pp |
| Employer contribution / active EE | $360 | $1,872-80.8% | $3,263-89.0% | $2,234-83.9% |
| Participant deferral / active EE | $997 | $2,810-64.5% | $3,964-74.8% | $3,806-73.8% |
| Admin fee / account holder | $231 | $117+98.0% | $5,615-95.9% | $158+46.5% |