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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $26,007 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,395 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,110 | $44,714+50.1% | $91,227-26.4% | $66,949+0.2% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.2%-13.2pp | 69.8%-9.8pp |
| Annual return | -13.16% | -12.25%-0.9pp | 114.14%-127.3pp | 1.57%-14.7pp |
| Employer contribution / active EE | $1,486 | $1,710-13.1% | $2,851-47.9% | $2,545-41.6% |
| Participant deferral / active EE | $4,875 | $3,355+45.3% | $4,234+15.1% | $4,239+15.0% |
| Admin fee / account holder | $327 | $521-37.2% | $5,423-94.0% | $594-44.8% |