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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,308 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,097 | $73,863+112.7% | $143,797+9.2% | $68,490+129.4% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -17.44% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $4,522 | $3,185+42.0% | $4,952-8.7% | $2,597+74.1% |
| Participant deferral / active EE | $4,748 | $3,385+40.3% | $5,638-15.8% | $4,028+17.9% |
| Admin fee / account holder | $289 | $5,756-95.0% | $14,679-98.0% | $5,403-94.6% |