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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $19,627 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $33,067+1.6% | $76,518-56.1% | $56,289-40.3% |
| Participation rate | 86.4% | 55.4%+31.0pp | 68.0%+18.4pp | 69.9%+16.5pp |
| Annual return | -4.68% | 2.72%-7.4pp | -0.27%-4.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $321 | $1,200-73.3% | $2,647-87.9% | $2,111-84.8% |
| Participant deferral / active EE | $5,569 | $2,240+148.6% | $3,836+45.2% | $3,350+66.3% |
| Admin fee / account holder | $112 | $537-79.1% | $4,849-97.7% | $521-78.5% |