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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $63,557 |
WHITE NELSON DIEHL EVANS LLP1+ years Service code 10 · EIN 33-0686301 | Accounting | $8,400 |
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).
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 | $16,079 | $57,096-71.8% | $94,224-82.9% | $55,191-70.9% |
| Participation rate | 94.6% | 75.7%+19.0pp | 78.8%+15.9pp | 69.2%+25.5pp |
| Annual return | -2.04% | 159.65%-161.7pp | 10.68%-12.7pp | 10.78%-12.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,821 | $3,165-42.5% | $4,320-57.8% | $3,046-40.2% |
| Admin fee / account holder | $51 | $89-42.4% | $6,269-99.2% | $91-43.4% |