See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,312 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,476 | $61,156-24.0% | $185,823-75.0% | $79,386-41.5% |
| Participation rate | 73.4% | 66.6%+6.8pp | 81.7%-8.3pp | 70.7%+2.7pp |
| Annual return | 13.29% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,222 | $2,321-47.4% | $5,167-76.4% | $2,427-49.7% |
| Participant deferral / active EE | $4,188 | $2,789+50.2% | $5,568-24.8% | $4,046+3.5% |
| Admin fee / account holder | $65 | $710-90.8% | $16,237-99.6% | $626-89.6% |