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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,177 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,847 | $50,902+392.8% | $155,534+61.3% | $77,736+222.7% |
| Participation rate | 89.3% | 63.1%+26.2pp | 78.2%+11.0pp | 70.6%+18.7pp |
| Annual return | 13.51% | 34.85%-21.3pp | 64.92%-51.4pp | 31.26%-17.8pp |
| Employer contribution / active EE | $8,042 | $1,991+303.8% | $4,675+72.0% | $2,728+194.8% |
| Participant deferral / active EE | $5,786 | $2,824+104.9% | $5,630+2.8% | $4,651+24.4% |
| Admin fee / account holder | $79 | $437-81.8% | $15,900-99.5% | $433-81.7% |