Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 75-3182674 | Contract Administrator | $57,459 |
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 | $86,948 | $84,936+2.4% | $111,308-21.9% | $79,391+9.5% |
| Participation rate | 92.0% | 75.9%+16.1pp | 77.3%+14.7pp | 70.7%+21.3pp |
| Annual return | 28.67% | 17.45%+11.2pp | 54.67%-26.0pp | 116.88%-88.2pp |
| Employer contribution / active EE | $1,057 | $1,979-46.6% | $2,732-61.3% | $2,428-56.5% |
| Participant deferral / active EE | $3,120 | $3,888-19.8% | $4,487-30.5% | $4,046-22.9% |
| Admin fee / account holder | $350 | $537-34.8% | $7,965-95.6% | $627-44.1% |