Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $64,138 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $45,006 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,501 |
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 | $17,901 | $52,293-65.8% | $178,503-90.0% | $73,412-75.6% |
| Participation rate | 93.2% | 65.3%+27.8pp | 81.9%+11.3pp | 72.2%+21.0pp |
| Annual return | 13.46% | 34.75%-21.3pp | 151.12%-137.7pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,876 | $1,736+8.0% | $5,011-62.6% | $2,234-16.0% |
| Participant deferral / active EE | $2,072 | $2,333-11.2% | $5,202-60.2% | $3,806-45.6% |
| Admin fee / account holder | $144 | $127+13.1% | $13,987-99.0% | $158-8.8% |