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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,066 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,433 | $70,667+2.5% | $123,105-41.2% | $52,331+38.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -2.08% | 6.23%-8.3pp | 13.22%-15.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $3,843 | $2,946+30.5% | $5,151-25.4% | $1,882+104.2% |
| Participant deferral / active EE | $5,308 | $4,493+18.2% | $6,229-14.8% | $3,022+75.7% |
| Admin fee / account holder | $41 | $506-91.9% | $9,014-99.5% | $592-93.1% |