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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $29,148 |
Service code 26 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Participants) | $17,445 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,884 | $34,634+15.2% | $77,096-48.3% | $64,819-38.5% |
| Participation rate | 48.7% | 49.8%-1.2pp | 67.9%-19.3pp | 71.5%-22.8pp |
| Annual return | -22.00% | -5.31%-16.7pp | 42.35%-64.3pp | 32.84%-54.8pp |
| Employer contribution / active EE | $1,049 | $1,385-24.3% | $2,814-62.7% | $2,507-58.2% |
| Participant deferral / active EE | $2,385 | $2,553-6.6% | $4,429-46.2% | $4,311-44.7% |
| Admin fee / account holder | $306 | $178+71.9% | $5,428-94.4% | $188+63.2% |