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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $41,185 |
FRAZIER & DEETER, LLC1 year Service code 10 · EIN 54-1433845 | Accounting | $12,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $5,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,926 | $138,078-89.2% | $125,363-88.1% | $134,509-88.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -23.88% | 750.49%-774.4pp | 572.15%-596.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,850 | $7,800+103.2% | $7,447+112.8% | $6,400+147.6% |
| Admin fee / account holder | $115 | $11,566-99.0% | $10,005-98.9% | $11,427-99.0% |