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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $87,202 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,701 |
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 | $50,663 | $79,519-36.3% | $95,956-47.2% | $73,412-31.0% |
| Participation rate | 96.5% | 81.2%+15.4pp | 77.1%+19.5pp | 72.2%+24.4pp |
| Annual return | 17.75% | 19.20%-1.4pp | 91.63%-73.9pp | 59.30%-41.5pp |
| Employer contribution / active EE | $3,576 | $2,048+74.7% | $2,541+40.7% | $2,234+60.1% |
| Participant deferral / active EE | $5,606 | $4,138+35.5% | $4,167+34.5% | $3,806+47.3% |
| Admin fee / account holder | $134 | $184-27.5% | $6,797-98.0% | $158-15.4% |