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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $30,875 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,096 |
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 | $31,507 | $107,378-70.7% | $108,582-71.0% | $57,658-45.4% |
| Participation rate | 86.3% | 77.1%+9.2pp | 79.6%+6.8pp | 70.2%+16.1pp |
| Annual return | 6.25% | 12.80%-6.5pp | -51.70%+57.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,313 | $1,782-26.3% | $3,758-65.1% | $1,974-33.5% |
| Participant deferral / active EE | $1,731 | $3,221-46.2% | $4,311-59.8% | $3,061-43.4% |
| Admin fee / account holder | $17 | $108-84.7% | $7,645-99.8% | $95-82.5% |