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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $365,758 |
Filed as: ROYAL ALLIANCE ASSOC., INC. Service code 21 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Bank Trustee | $144,313 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $5,814 |
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 | $105,341 | $52,293+101.4% | $178,499-41.0% | $73,412+43.5% |
| Participation rate | 76.2% | 65.3%+10.8pp | 81.9%-5.8pp | 72.2%+4.0pp |
| Annual return | 18.48% | 34.75%-16.3pp | 151.10%-132.6pp | 59.30%-40.8pp |
| Employer contribution / active EE | $2,007 | $1,735+15.7% | $5,011-59.9% | $2,234-10.1% |
| Participant deferral / active EE | $5,157 | $2,332+121.1% | $5,202-0.9% | $3,806+35.5% |
| Admin fee / account holder | $475 | $127+273.4% | $13,986-96.6% | $158+201.1% |