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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Contract Administrator; Claims proces... | $28,688 |
G&S CAPITAL LLC4 years Filed as: G&S CAPITAL Service code 20 6501 E.BELLEVIEW AVE., STE 110 · ENGLEWOOD, CO 80120 | Trustee (bank, trust company, or simi... | $23,776 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,418 | $59,813+29.4% | $79,580-2.7% | $68,486+13.0% |
| Participation rate | 68.7% | 61.1%+7.6pp | 69.5%-0.8pp | 67.9%+0.8pp |
| Annual return | -15.48% | -12.30%-3.2pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,240 | $1,505-17.6% | $2,413-48.6% | $2,597-52.2% |
| Participant deferral / active EE | $3,218 | $3,024+6.4% | $3,985-19.2% | $4,028-20.1% |
| Admin fee / account holder | $589 | $4,835-87.8% | $6,835-91.4% | $5,404-89.1% |