Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $39,283 |
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 | $140,103 | $104,479+34.1% | $159,474-12.1% | $79,391+76.5% |
| Participation rate | 95.8% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.1pp |
| Annual return | 14.85% | 67.98%-53.1pp | 263.68%-248.8pp | 116.88%-102.0pp |
| Employer contribution / active EE | $2,327 | $3,417-31.9% | $4,831-51.8% | $2,428-4.2% |
| Participant deferral / active EE | $7,937 | $6,468+22.7% | $7,353+7.9% | $4,046+96.2% |
| Admin fee / account holder | $124 | $711-82.6% | $10,802-98.9% | $627-80.3% |