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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $33,889 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,034 |
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.)
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 | $89,227 | $60,488+47.5% | $109,907-18.8% | $79,391+12.4% |
| Participation rate | 62.8% | 67.0%-4.2pp | 74.2%-11.4pp | 70.7%-7.9pp |
| Annual return | 12.54% | 189.57%-177.0pp | 29.46%-16.9pp | 116.88%-104.3pp |
| Employer contribution / active EE | $1,359 | $1,649-17.6% | $2,844-52.2% | $2,428-44.0% |
| Participant deferral / active EE | $4,796 | $3,220+48.9% | $4,047+18.5% | $4,046+18.6% |
| Admin fee / account holder | $431 | $605-28.7% | $6,069-92.9% | $627-31.2% |