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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 | $88,360-39.7% | $145,433-63.4% | $67,986-21.6% |
| Participation rate | 83.6% | 65.5%+18.2pp | 82.1%+1.5pp | 57.2%+26.4pp |
| Annual return | 8.45% | 63.15%-54.7pp | 66.58%-58.1pp | 31.67%-23.2pp |
| Employer contribution / active EE | $4,318 | $3,054+41.4% | $4,554-5.2% | $2,019+113.9% |
| Participant deferral / active EE | $5,746 | $5,932-3.1% | $7,897-27.2% | $3,358+71.1% |
| Admin fee / account holder | $43 | $3,313-98.7% | $13,129-99.7% | $3,203-98.6% |