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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $39,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,185 | $82,028-19.3% | $123,105-46.2% | $59,633+11.0% |
| Participation rate | 80.5% | 83.2%-2.7pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | -2.43% | 5.12%-7.5pp | 13.22%-15.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,438 | $3,297-56.4% | $5,151-72.1% | $2,203-34.7% |
| Participant deferral / active EE | $2,899 | $4,667-37.9% | $6,229-53.5% | $3,192-9.2% |
| Admin fee / account holder | $407 | $5,879-93.1% | $9,014-95.5% | $4,297-90.5% |