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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,370 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,185 | $73,638+72.7% | $95,960+32.5% | $73,493+73.1% |
| Participation rate | 33.5% | 76.2%-42.7pp | 77.1%-43.6pp | 70.7%-37.2pp |
| Annual return | 9.65% | 16.78%-7.1pp | 91.63%-82.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $234 | $1,863-87.4% | $2,541-90.8% | $2,270-89.7% |
| Participant deferral / active EE | $1,988 | $3,617-45.0% | $4,167-52.3% | $3,740-46.8% |
| Admin fee / account holder | $387 | $482-19.8% | $6,797-94.3% | $513-24.6% |