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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,975 |
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 | $7,834 | $61,391-87.2% | $149,723-94.8% | $71,529-89.0% |
| Participation rate | 95.1% | 62.5%+32.6pp | 78.8%+16.4pp | 67.9%+27.2pp |
| Annual return | 20.59% | 35.88%-15.3pp | 134.50%-113.9pp | 28.97%-8.4pp |
| Employer contribution / active EE | $1,518 | $2,384-36.3% | $4,821-68.5% | $2,590-41.4% |
| Participant deferral / active EE | $2,441 | $2,921-16.4% | $5,682-57.0% | $4,291-43.1% |
| Admin fee / account holder | $77 | $1,264-93.9% | $13,215-99.4% | $1,588-95.1% |