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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $16,452 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,917 | $42,548+29.1% | $74,550-26.3% | $56,287-2.4% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.1%-29.1pp | 69.9%-29.9pp |
| Annual return | -7.46% | 12.40%-19.9pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,243 | $2,277-1.5% | $3,108-27.8% | $3,350-33.0% |
| Admin fee / account holder | $329 | $467-29.6% | $5,060-93.5% | $521-36.8% |