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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,851 |
Filed as: PHILLIPS & COMPANY Service code 51 521 SW 11TH AVENUE · PORTLAND, OR 97205 | Investment Mgmt Fees | $12,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,693 | $45,602-52.4% | $117,472-81.5% | $66,914-67.6% |
| Participation rate | 27.6% | 57.6%-30.0pp | 70.6%-42.9pp | 69.8%-42.2pp |
| Annual return | -17.61% | -16.74%-0.9pp | 29.74%-47.3pp | 1.58%-19.2pp |
| Employer contribution / active EE | $578 | $1,579-63.4% | $4,176-86.1% | $2,544-77.3% |
| Participant deferral / active EE | $935 | $2,845-67.1% | $4,070-77.0% | $4,237-77.9% |
| Admin fee / account holder | $358 | $661-45.9% | $5,645-93.7% | $593-39.7% |