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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,562 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,739 | $58,895-93.7% | $178,503-97.9% | $73,497-94.9% |
| Participation rate | 96.6% | 66.2%+30.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,395 | $2,236-37.6% | $5,011-72.2% | $2,270-38.6% |
| Participant deferral / active EE | $2,336 | $2,567-9.0% | $5,202-55.1% | $3,740-37.5% |
| Admin fee / account holder | $59 | $400-85.3% | $13,987-99.6% | $513-88.5% |