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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $54,946 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,149 | $62,723+91.6% | $142,874-15.9% | $86,813+38.4% |
| Participation rate | 33.5% | 62.6%-29.1pp | 72.0%-38.5pp | 72.3%-38.8pp |
| Annual return | 14.09% | 17.62%-3.5pp | 5638.58%-5624.5pp | 97.93%-83.8pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,145-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,912 | $3,039-37.1% | $3,838-50.2% | $4,131-53.7% |
| Admin fee / account holder | $451 | $140+223.0% | $6,561-93.1% | $170+165.8% |