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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,943 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $170,169 | $66,180+157.1% | $118,746+43.3% | $62,293+173.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 13.63% | 60.89%-47.3pp | 24.54%-10.9pp | 28.90%-15.3pp |
| Employer contribution / active EE | $12,197 | $3,183+283.1% | $4,193+190.9% | $2,042+497.2% |
| Participant deferral / active EE | $6,228 | $4,247+46.7% | $5,332+16.8% | $3,169+96.5% |
| Admin fee / account holder | $34 | $753-95.5% | $10,720-99.7% | $479-92.9% |