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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $133,444 |
Service code 27 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $12,287 |
HUNGERFORD NICHOLS8+ years Service code 10 · EIN 38-2184825 | Accounting | $11,500 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $5,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,032 | $47,898-35.2% | $117,533-73.6% | $64,819-52.1% |
| Participation rate | 61.8% | 61.9%-0.1pp | 70.6%-8.8pp | 71.5%-9.7pp |
| Annual return | -11.82% | -15.54%+3.7pp | 29.77%-41.6pp | 32.84%-44.7pp |
| Employer contribution / active EE | $1,148 | $1,774-35.3% | $4,179-72.5% | $2,507-54.2% |
| Participant deferral / active EE | $2,002 | $3,151-36.5% | $4,072-50.8% | $4,311-53.6% |
| Admin fee / account holder | $201 | $132+52.1% | $5,647-96.4% | $188+6.8% |