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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,917 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,049 | $65,125-90.7% | $143,797-95.8% | $66,949-91.0% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -18.75% | -11.13%-7.6pp | -0.04%-18.7pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,416 | $2,362-40.0% | $4,952-71.4% | $2,545-44.4% |
| Participant deferral / active EE | $2,654 | $2,920-9.1% | $5,638-52.9% | $4,239-37.4% |
| Admin fee / account holder | $75 | $503-85.1% | $14,679-99.5% | $594-87.4% |