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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 | $69,774+14.8% | $67,575+18.5% | $74,459+7.6% |
| Participation rate | 72.3% | 71.4%+0.9pp | 72.9%-0.6pp | 67.2%+5.1pp |
| Annual return | 13.03% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $2,926 | $2,710+8.0% | $2,736+7.0% | $2,626+11.4% |
| Participant deferral / active EE | $3,350 | $3,636-7.9% | $4,003-16.3% | $4,350-23.0% |
| Admin fee / account holder | $240 | $890-73.0% | $3,993-94.0% | $1,945-87.6% |