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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $32,317 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $12,275 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 24 · EIN 27-4411131 | Discretionary Trustee | $5,386 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,773 | $82,674+55.8% | $125,381+2.7% | $68,486+88.0% |
| Participation rate | 55.0% | 75.1%-20.1pp | 82.4%-27.4pp | 67.9%-12.9pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.31%-588.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $605 | $3,382-82.1% | $4,815-87.4% | $2,597-76.7% |
| Participant deferral / active EE | $7,545 | $6,111+23.5% | $7,448+1.3% | $4,028+87.3% |
| Admin fee / account holder | $658 | $6,277-89.5% | $10,007-93.4% | $5,404-87.8% |