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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,035 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,508 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 28 103 PARK ST · LEWISTON, ME 04240 | Investment Management | $8,804 |
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 | $82,491 | $130,294-36.7% | $170,043-51.5% | $71,511+15.4% |
| Participation rate | 64.8% | 86.2%-21.4pp | 87.0%-22.2pp | 67.9%-3.1pp |
| Annual return | 18.13% | 20.36%-2.2pp | 53.40%-35.3pp | 28.86%-10.7pp |
| Employer contribution / active EE | $1,956 | $4,385-55.4% | $6,790-71.2% | $2,589-24.4% |
| Participant deferral / active EE | $4,607 | $6,928-33.5% | $10,410-55.7% | $4,291+7.4% |
| Admin fee / account holder | $445 | $966-54.0% | $12,824-96.5% | $1,588-72.0% |