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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $49,378 |
Filed as: RAYMOND JAMES Service code 28 7316 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $37,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,878 | $104,479+327.7% | $159,474+180.2% | $79,391+462.9% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 16.11% | 67.98%-51.9pp | 263.68%-247.6pp | 116.88%-100.8pp |
| Employer contribution / active EE | $10,839 | $3,417+217.2% | $4,831+124.4% | $2,428+346.5% |
| Participant deferral / active EE | $14,220 | $6,468+119.9% | $7,353+93.4% | $4,046+251.5% |
| Admin fee / account holder | $541 | $711-23.9% | $10,802-95.0% | $627-13.6% |