Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $72,409 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $60,869 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,164 |
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 | $21,164 | $56,511-62.5% | $185,837-88.6% | $86,813-75.6% |
| Participation rate | 97.9% | 65.5%+32.4pp | 81.7%+16.2pp | 72.3%+25.6pp |
| Annual return | 21.80% | 118.12%-96.3pp | 122.08%-100.3pp | 97.93%-76.1pp |
| Employer contribution / active EE | $2,837 | $1,844+53.9% | $5,168-45.1% | $2,406+17.9% |
| Participant deferral / active EE | $2,459 | $2,554-3.7% | $5,568-55.8% | $4,131-40.5% |
| Admin fee / account holder | $152 | $150+1.4% | $16,241-99.1% | $170-10.6% |