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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,710 |
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 | $16,833 | $46,072-63.5% | $69,779-75.9% | $55,167-69.5% |
| Participation rate | 88.8% | 67.5%+21.3pp | 71.8%+17.0pp | 69.0%+19.8pp |
| Annual return | -0.76% | 8.68%-9.4pp | 12.99%-13.8pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,915 | $1,500+27.7% | $2,338-18.1% | $1,963-2.4% |
| Participant deferral / active EE | $1,607 | $2,344-31.4% | $2,931-45.2% | $3,054-47.4% |
| Admin fee / account holder | $106 | $428-75.2% | $4,381-97.6% | $504-78.9% |