Filed October 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,107 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT CONSULTING, LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $25,478 |
Service code 27 2011 EAST LAMR BLVD. · ARLINGTON, TX 76006 | Advisory (Plan) | $19,250 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD P. SLAUGHTER & ASSOCIATES Service code 27 13809 N. HIGHWAY 183, SUITE 905 · AUSTIN, TX 78750 | Advisory (Plan) | $18,416 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $203,211 | $73,102+178.0% | $123,553+64.5% | $56,289+261.0% |
| Participation rate | 88.8% | 74.3%+14.5pp | 82.3%+6.5pp | 69.9%+18.9pp |
| Annual return | -3.90% | 3.01%-6.9pp | 119.21%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $11,880 | $2,977+299.1% | $4,628+156.7% | $2,111+462.7% |
| Participant deferral / active EE | $6,408 | $5,423+18.2% | $6,426-0.3% | $3,350+91.3% |
| Admin fee / account holder | $393 | $554-29.0% | $9,284-95.8% | $521-24.5% |