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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,995 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,682 |
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 | $85,513 | $100,272-14.7% | $170,028-49.7% | $74,440+14.9% |
| Participation rate | 89.2% | 87.4%+1.8pp | 87.0%+2.2pp | 70.7%+18.5pp |
| Annual return | 22.19% | 66.12%-43.9pp | 53.39%-31.2pp | 34.37%-12.2pp |
| Employer contribution / active EE | $4,397 | $4,266+3.1% | $6,788-35.2% | $2,638+66.7% |
| Participant deferral / active EE | $11,865 | $7,147+66.0% | $10,409+14.0% | $4,529+162.0% |
| Admin fee / account holder | $69 | $235-70.7% | $12,820-99.5% | $348-80.2% |