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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,907 | $50,902+55.0% | $155,534-49.3% | $77,736+1.5% |
| Participation rate | 69.7% | 63.1%+6.6pp | 78.2%-8.5pp | 70.6%-0.9pp |
| Annual return | 16.38% | 34.85%-18.5pp | 64.92%-48.5pp | 31.26%-14.9pp |
| Employer contribution / active EE | $683 | $1,991-65.7% | $4,675-85.4% | $2,728-75.0% |
| Participant deferral / active EE | $2,743 | $2,824-2.9% | $5,630-51.3% | $4,651-41.0% |
| Admin fee / account holder | $127 | $437-70.9% | $15,900-99.2% | $433-70.7% |