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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $42,044 |
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 | $371,642 | $84,499+339.8% | $125,391+196.4% | $66,949+455.1% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.8pp | 69.8%+23.4pp |
| Annual return | -13.98% | -8.49%-5.5pp | 572.41%-586.4pp | 1.57%-15.5pp |
| Employer contribution / active EE | $11,046 | $3,554+210.8% | $4,816+129.4% | $2,545+334.0% |
| Participant deferral / active EE | $15,897 | $6,785+134.3% | $7,448+113.4% | $4,239+275.0% |
| Admin fee / account holder | $461 | $685-32.7% | $10,009-95.4% | $594-22.4% |