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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $15,826 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,136,045 | $93,182+3265.5% | $146,643+2038.6% | $79,391+3850.1% |
| Participation rate | 0.0% | 76.4%-76.4pp | 80.1%-80.1pp | 70.7%-70.7pp |
| Annual return | 17.17% | 21.61%-4.4pp | 22.75%-5.6pp | 116.88%-99.7pp |
| Employer contribution / active EE | $3,128 | $2,420+29.3% | $4,137-24.4% | $2,428+28.9% |
| Participant deferral / active EE | $7,855 | $4,169+88.4% | $5,506+42.7% | $4,046+94.1% |
| Admin fee / account holder | $2,638 | $585+350.9% | $10,280-74.3% | $627+321.0% |