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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,052 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,773 | $72,620-45.2% | $90,756-56.2% | $66,930-40.6% |
| Participation rate | 47.0% | 73.7%-26.7pp | 75.7%-28.7pp | 69.8%-22.9pp |
| Annual return | -16.63% | -12.28%-4.3pp | -12.16%-4.5pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,483 | $2,369-37.4% | $2,922-49.2% | $2,545-41.7% |
| Participant deferral / active EE | $2,712 | $3,979-31.8% | $4,565-40.6% | $4,238-36.0% |
| Admin fee / account holder | $366 | $707-48.2% | $8,445-95.7% | $593-38.3% |