Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,956 | $65,440-61.9% | $98,506-74.7% | $85,851-70.9% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.3%+25.4pp |
| Annual return | 12.55% | 21.75%-9.2pp | 1494.92%-1482.4pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,079 | $2,169-50.2% | $2,961-63.5% | $2,565-57.9% |
| Participant deferral / active EE | $3,632 | $3,168+14.7% | $4,277-15.1% | $3,952-8.1% |
| Admin fee / account holder | $36 | $4,596-99.2% | $5,955-99.4% | $6,261-99.4% |