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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,352 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,321 |
Service code 28 135 HIGH STREET · ELLSWORTH, ME 04605 | Investment Management | $15,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,287 | $102,661-40.3% | $151,639-59.6% | $66,938-8.4% |
| Participation rate | 67.1% | 85.5%-18.4pp | 87.5%-20.3pp | 69.8%-2.7pp |
| Annual return | -16.15% | -10.81%-5.3pp | 3.34%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,894 | $4,184-54.7% | $6,165-69.3% | $2,545-25.6% |
| Participant deferral / active EE | $4,562 | $6,645-31.3% | $8,363-45.5% | $4,238+7.6% |
| Admin fee / account holder | $413 | $630-34.6% | $11,613-96.4% | $594-30.5% |