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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,925 |
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 | $41,811 | $44,984-7.1% | $85,009-50.8% | $74,546-43.9% |
| Participation rate | 95.9% | 49.4%+46.5pp | 67.5%+28.3pp | 67.2%+28.6pp |
| Annual return | 17.27% | 26.25%-9.0pp | 66.47%-49.2pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $633 | $1,458-56.6% | $2,728-76.8% | $2,624-75.9% |
| Participant deferral / active EE | $6,369 | $2,733+133.0% | $4,522+40.9% | $4,347+46.5% |
| Admin fee / account holder | $98 | $2,208-95.6% | $6,153-98.4% | $1,944-95.0% |