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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $34,454 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,629 | $54,690-51.3% | $76,030-65.0% | $74,478-64.2% |
| Participation rate | 61.0% | 60.3%+0.7pp | 69.1%-8.0pp | 67.2%-6.2pp |
| Annual return | 12.50% | 31.92%-19.4pp | 361.54%-349.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,356 | $3,070-55.8% | $4,257-68.1% | $4,350-68.8% |
| Admin fee / account holder | $248 | $2,240-88.9% | $6,421-96.1% | $1,946-87.2% |