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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,190 | $89,553-30.6% | $81,367-23.6% | $52,331+18.8% |
| Participation rate | 59.0% | 82.2%-23.2pp | 82.3%-23.3pp | 68.1%-9.1pp |
| Annual return | 0.98% | 4.41%-3.4pp | -0.92%+1.9pp | 4.54%-3.6pp |
| Employer contribution / active EE | $572 | $3,780-84.9% | $3,930-85.4% | $1,882-69.6% |
| Participant deferral / active EE | $3,698 | $5,359-31.0% | $5,383-31.3% | $3,022+22.4% |
| Admin fee / account holder | $345 | $1,914-82.0% | $8,926-96.1% | $592-41.7% |