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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,832 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,320 | $28,109+1142.7% | $71,086+391.4% | $56,287+520.6% |
| Participation rate | 0.0% | 40.4%-40.4pp | 54.7%-54.7pp | 69.9%-69.9pp |
| Annual return | -9.91% | -615.05%+605.1pp | 650.59%-660.5pp | -9.96%0pp |
| Employer contribution / active EE | $887 | $558+59.1% | $1,088-18.4% | $2,111-58.0% |
| Participant deferral / active EE | $1,416 | $1,116+26.9% | $1,874-24.4% | $3,350-57.7% |
| Admin fee / account holder | $2,521 | $585+331.2% | $3,082-18.2% | $521+384.0% |