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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $84,360 | $72,027+17.1% | $185,861-54.6% | $79,856+5.6% |
| Participation rate | 55.8% | 65.8%-10.0pp | 78.0%-22.2pp | 69.6%-13.8pp |
| Annual return | 16.45% | 23.13%-6.7pp | 35.96%-19.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $457 | $1,965-76.8% | $4,088-88.8% | $2,471-81.5% |
| Participant deferral / active EE | $872 | $3,780-76.9% | $5,634-84.5% | $3,741-76.7% |
| Admin fee / account holder | $319 | $4,513-92.9% | $9,503-96.6% | $5,306-94.0% |