Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,332 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $24,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,157 | $46,173-52.0% | $170,435-87.0% | $69,631-68.2% |
| Participation rate | 57.9% | 63.9%-6.0pp | 83.6%-25.7pp | 70.7%-12.8pp |
| Annual return | 8.04% | 21.62%-13.6pp | 205.94%-197.9pp | 27571.02%-27563.0pp |
| Employer contribution / active EE | $1,798 | $1,610+11.7% | $5,432-66.9% | $2,032-11.5% |
| Participant deferral / active EE | $1,282 | $2,080-38.4% | $4,939-74.0% | $3,224-60.2% |
| Admin fee / account holder | $150 | $116+29.0% | $13,881-98.9% | $110+35.5% |