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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $52,540 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 16 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Consulting | $13,598 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO., LTD Service code 10 1751 LAKE COOK RD · DEERFIELD, IL 600155286 | Accounting | $11,922 |
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 | $60,877 | $80,705-24.6% | $115,768-47.4% | $67,986-10.5% |
| Participation rate | 91.0% | 63.0%+28.0pp | 74.4%+16.6pp | 57.2%+33.8pp |
| Annual return | 14.93% | 18.49%-3.6pp | 100.46%-85.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $583 | $2,046-71.5% | $2,940-80.2% | $2,019-71.1% |
| Participant deferral / active EE | $5,269 | $3,559+48.0% | $4,917+7.2% | $3,358+56.9% |
| Admin fee / account holder | $305 | $4,135-92.6% | $12,439-97.5% | $3,203-90.5% |