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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,840 | $102,317+264.4% | $146,958+153.7% | $80,856+361.1% |
| Participation rate | 92.8% | 75.8%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $20,178 | $3,713+443.4% | $4,933+309.1% | $2,755+632.5% |
| Participant deferral / active EE | $9,144 | $6,644+37.6% | $8,070+13.3% | $4,296+112.9% |
| Admin fee / account holder | $49 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |