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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,409 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,566 | $54,573-78.8% | $90,970-87.3% | $73,497-84.3% |
| Participation rate | 81.5% | 61.2%+20.3pp | 69.0%+12.4pp | 70.7%+10.8pp |
| Annual return | 14.74% | 16.69%-1.9pp | 134.60%-119.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,125 | $991+114.3% | $2,122+0.1% | $2,270-6.4% |
| Participant deferral / active EE | $3,524 | $2,517+40.0% | $3,373+4.5% | $3,740-5.8% |
| Admin fee / account holder | $85 | $521-83.7% | $5,961-98.6% | $513-83.4% |