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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 | $45,123-7.3% | $85,240-50.9% | $74,478-43.9% |
| Participation rate | 95.9% | 49.4%+46.5pp | 67.5%+28.3pp | 67.2%+28.6pp |
| Annual return | 17.27% | 26.32%-9.0pp | 66.75%-49.5pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $633 | $1,459-56.6% | $2,735-76.8% | $2,626-75.9% |
| Participant deferral / active EE | $6,369 | $2,736+132.8% | $4,527+40.7% | $4,350+46.4% |
| Admin fee / account holder | $98 | $2,215-95.6% | $6,165-98.4% | $1,946-95.0% |