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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,674 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,577 | $56,540-67.1% | $185,851-90.0% | $86,821-78.6% |
| Participation rate | 74.9% | 65.5%+9.4pp | 81.7%-6.8pp | 72.3%+2.6pp |
| Annual return | 16.56% | 118.20%-101.6pp | 122.11%-105.5pp | 97.94%-81.4pp |
| Employer contribution / active EE | $3,489 | $1,844+89.1% | $5,168-32.5% | $2,406+45.0% |
| Participant deferral / active EE | $5,813 | $2,555+127.5% | $5,569+4.4% | $4,132+40.7% |
| Admin fee / account holder | $41 | $150-72.5% | $16,245-99.7% | $170-75.7% |