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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $43,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,307 | $73,638+22.6% | $95,956-5.9% | $73,493+22.9% |
| Participation rate | 60.8% | 76.2%-15.3pp | 77.1%-16.2pp | 70.7%-9.8pp |
| Annual return | 15.47% | 16.78%-1.3pp | 91.63%-76.2pp | 28.51%-13.0pp |
| Employer contribution / active EE | $738 | $1,863-60.4% | $2,541-71.0% | $2,270-67.5% |
| Participant deferral / active EE | $2,493 | $3,617-31.1% | $4,167-40.2% | $3,740-33.3% |
| Admin fee / account holder | $427 | $482-11.5% | $6,797-93.7% | $513-16.8% |