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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $29,257 |
Annual investment return 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 | $50,435 | $95,406-47.1% | $185,849-72.9% | $85,847-41.2% |
| Participation rate | 93.4% | 68.8%+24.7pp | 81.7%+11.7pp | 69.3%+24.1pp |
| Annual return | 10.24% | 23.59%-13.3pp | 122.10%-111.9pp | 318.61%-308.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,175 | $3,424+80.4% | $5,569+10.9% | $3,952+56.2% |
| Admin fee / account holder | $127 | $7,214-98.2% | $16,244-99.2% | $6,261-98.0% |