Filed June 1, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $10,237 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,285 | $89,739-47.3% | $149,718-68.4% | $62,292-24.1% |
| Participation rate | 92.2% | 85.1%+7.1pp | 87.1%+5.1pp | 69.5%+22.7pp |
| Annual return | 13.37% | 21.01%-7.6pp | 1501.63%-1488.3pp | 28.90%-15.5pp |
| Employer contribution / active EE | $3,768 | $3,233+16.5% | $5,445-30.8% | $2,042+84.5% |
| Participant deferral / active EE | $2,133 | $4,797-55.5% | $6,569-67.5% | $3,169-32.7% |
| Admin fee / account holder | $81 | $551-85.3% | $11,283-99.3% | $479-83.1% |