Filed June 1, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,934 | $98,982-52.6% | $162,163-71.1% | $65,185-28.0% |
| Participation rate | 94.5% | 85.8%+8.7pp | 87.6%+6.9pp | 70.2%+24.3pp |
| Annual return | 20.85% | 24.84%-4.0pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $4,454 | $3,467+28.5% | $5,614-20.7% | $2,177+104.6% |
| Participant deferral / active EE | $2,442 | $5,384-54.7% | $7,298-66.5% | $3,514-30.5% |
| Admin fee / account holder | $155 | $596-74.0% | $10,843-98.6% | $847-81.7% |