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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,715 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,268 | $75,058-29.0% | $152,301-65.0% | $64,340-17.2% |
| Participation rate | 83.6% | 60.9%+22.7pp | 82.4%+1.2pp | 55.2%+28.4pp |
| Annual return | 8.45% | 29.93%-21.5pp | 80.50%-72.0pp | 24.14%-15.7pp |
| Employer contribution / active EE | $4,318 | $2,605+65.8% | $4,624-6.6% | $1,862+131.9% |
| Participant deferral / active EE | $5,746 | $5,041+14.0% | $8,004-28.2% | $2,980+92.8% |
| Admin fee / account holder | $43 | $4,050-98.9% | $14,398-99.7% | $3,703-98.8% |