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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,419 |
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.
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 | $13,599 | $55,415-75.5% | $155,509-91.3% | $74,495-81.7% |
| Participation rate | 47.2% | 61.9%-14.7pp | 78.2%-30.9pp | 67.2%-20.0pp |
| Annual return | 13.03% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $213 | $2,267-90.6% | $4,672-95.4% | $2,623-91.9% |
| Participant deferral / active EE | $1,123 | $2,836-60.4% | $5,626-80.0% | $4,346-74.2% |
| Admin fee / account holder | $122 | $1,738-93.0% | $15,912-99.2% | $1,942-93.7% |