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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 | $76,642-30.5% | $146,866-63.7% | $65,306-18.4% |
| Participation rate | 83.6% | 61.2%+22.4pp | 82.5%+1.1pp | 57.7%+26.0pp |
| Annual return | 8.45% | 33.40%-24.9pp | 102.85%-94.4pp | 21.94%-13.5pp |
| Employer contribution / active EE | $4,318 | $2,621+64.8% | $4,425-2.4% | $1,967+119.5% |
| Participant deferral / active EE | $5,746 | $4,864+18.1% | $7,759-25.9% | $2,959+94.2% |
| Admin fee / account holder | $43 | $3,960-98.9% | $13,620-99.7% | $3,480-98.8% |