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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,639 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $22,472 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,935 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,616 | $74,706+121.7% | $75,731+118.7% | $79,389+108.6% |
| Participation rate | 91.7% | 75.3%+16.4pp | 74.8%+16.9pp | 70.7%+21.0pp |
| Annual return | 20.22% | 18.52%+1.7pp | 104.65%-84.4pp | 116.89%-96.7pp |
| Employer contribution / active EE | $3,357 | $2,590+29.6% | $2,743+22.4% | $2,428+38.3% |
| Participant deferral / active EE | $5,615 | $3,533+58.9% | $3,820+47.0% | $4,046+38.8% |
| Admin fee / account holder | $375 | $374+0.1% | $3,620-89.6% | $626-40.2% |