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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $39,869 |
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 | $43,907 | $70,917-38.1% | $98,920-55.6% | $73,493-40.3% |
| Participation rate | 56.4% | 73.8%-17.4pp | 76.0%-19.6pp | 70.7%-14.3pp |
| Annual return | 15.39% | 34.18%-18.8pp | 196.47%-181.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,747 | $2,037-14.3% | $2,689-35.1% | $2,270-23.1% |
| Participant deferral / active EE | $3,341 | $3,501-4.6% | $4,245-21.3% | $3,740-10.7% |
| Admin fee / account holder | $347 | $535-35.2% | $6,643-94.8% | $513-32.4% |