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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $82,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,926 | $36,939-65.0% | $80,716-84.0% | $93,030-86.1% |
| Participation rate | 6.0% | 32.6%-26.6pp | 54.2%-48.2pp | 73.9%-68.0pp |
| Annual return | 13.16% | 17.55%-4.4pp | 87.28%-74.1pp | 158.70%-145.5pp |
| Employer contribution / active EE | $82 | $455-82.0% | $1,160-92.9% | $2,706-97.0% |
| Participant deferral / active EE | $175 | $1,044-83.3% | $2,146-91.9% | $4,562-96.2% |
| Admin fee / account holder | $94 | $162-41.7% | $3,380-97.2% | $152-37.9% |