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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,548 |
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).
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 | $0 | $89,367-100.0% | $141,191-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 31.60% | 111.87%-80.3pp | 71.41%-39.8pp | 81.01%-49.4pp |
| Employer contribution / active EE | $20,174 | $3,115+547.7% | $4,736+326.0% | $2,440+726.8% |
| Participant deferral / active EE | $8,250 | $5,419+52.2% | $6,710+22.9% | $3,608+128.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |