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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $19,703 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $19,288 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $9,013 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,646 | $89,364+36.1% | $141,177-13.8% | $72,983+66.7% |
| Participation rate | 29.3% | 75.1%-45.9pp | 82.5%-53.2pp | 69.5%-40.2pp |
| Annual return | 21.46% | 111.86%-90.4pp | 71.40%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $200 | $3,115-93.6% | $4,736-95.8% | $2,440-91.8% |
| Participant deferral / active EE | $5,132 | $5,419-5.3% | $6,710-23.5% | $3,608+42.3% |
| Admin fee / account holder | $615 | $5,959-89.7% | $10,263-94.0% | $5,124-88.0% |