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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $27,553 |
Service code 29 · EIN 86-1849187 | Legal | $23,411 |
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 | $80,098 | $69,745+14.8% | $67,511+18.6% | $74,546+7.4% |
| Participation rate | 72.3% | 71.3%+1.0pp | 72.9%-0.6pp | 67.2%+5.1pp |
| Annual return | 13.03% | -40.37%+53.4pp | 3517.41%-3504.4pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,926 | $2,705+8.2% | $2,733+7.1% | $2,624+11.5% |
| Participant deferral / active EE | $3,350 | $3,636-7.9% | $4,000-16.3% | $4,347-22.9% |
| Admin fee / account holder | $240 | $894-73.1% | $3,999-94.0% | $1,944-87.6% |