Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,592 | $46,732-32.4% | $156,551-79.8% | $55,167-42.7% |
| Participation rate | 48.6% | 65.8%-17.2pp | 84.0%-35.4pp | 69.0%-20.4pp |
| Annual return | -3.75% | 17.72%-21.5pp | 32.23%-36.0pp | 169.23%-173.0pp |
| Employer contribution / active EE | $956 | $2,105-54.6% | $5,501-82.6% | $1,963-51.3% |
| Participant deferral / active EE | $1,933 | $2,204-12.3% | $4,871-60.3% | $3,054-36.7% |
| Admin fee / account holder | $146 | $418-65.0% | $13,028-98.9% | $504-71.0% |