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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $50,659 |
Service code 26 3930 E RAY ROAD STE 170 · PHOENIX, AZ 85044 | Advisory (Participants) | $19,801 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,813 | $107,440-79.7% | $105,736-79.4% | $55,725-60.9% |
| Participation rate | 70.8% | 55.5%+15.3pp | 76.3%-5.6pp | 70.9%-0.1pp |
| Annual return | -5.16% | -0.59%-4.6pp | 6.27%-11.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $390 | $1,448-73.1% | $3,268-88.1% | $2,078-81.2% |
| Participant deferral / active EE | $1,272 | $2,171-41.4% | $4,080-68.8% | $3,356-62.1% |
| Admin fee / account holder | $157 | $283-44.7% | $6,913-97.7% | $115+35.9% |