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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $29,951 |
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 | $37,887 | $69,305-45.3% | $82,312-54.0% | $69,631-45.6% |
| Participation rate | 88.9% | 80.3%+8.7pp | 76.9%+12.0pp | 70.7%+18.3pp |
| Annual return | 62.49% | 21.47%+41.0pp | 25.88%+36.6pp | 27571.02%-27508.5pp |
| Employer contribution / active EE | $1,819 | $1,887-3.6% | $2,428-25.1% | $2,032-10.5% |
| Participant deferral / active EE | $3,375 | $3,568-5.4% | $3,706-8.9% | $3,224+4.7% |
| Admin fee / account holder | $27 | $97-71.9% | $5,608-99.5% | $110-75.3% |