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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $39,849 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,770 | $91,710-51.2% | $67,560-33.7% | $77,762-42.4% |
| Participation rate | 45.8% | 76.0%-30.3pp | 72.9%-27.2pp | 70.6%-24.8pp |
| Annual return | 13.83% | 14.88%-1.0pp | 3533.50%-3519.7pp | 31.27%-17.4pp |
| Employer contribution / active EE | $314 | $3,187-90.1% | $2,737-88.5% | $2,728-88.5% |
| Participant deferral / active EE | $2,312 | $3,911-40.9% | $4,004-42.3% | $4,651-50.3% |
| Admin fee / account holder | $117 | $245-52.2% | $3,994-97.1% | $433-72.9% |