Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $59,066 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $37,855 |
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 | $16,005 | $62,928-74.6% | $172,752-90.7% | $67,579-76.3% |
| Participation rate | 90.5% | 64.5%+26.0pp | 82.6%+7.8pp | 71.3%+19.2pp |
| Annual return | 2.42% | 30.36%-27.9pp | 802.97%-800.6pp | 378.56%-376.1pp |
| Employer contribution / active EE | $980 | $1,636-40.1% | $5,144-80.9% | $2,148-54.4% |
| Participant deferral / active EE | $2,028 | $2,145-5.4% | $5,198-61.0% | $3,539-42.7% |
| Admin fee / account holder | $148 | $167-11.3% | $13,955-98.9% | $142+3.8% |