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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $48,688 |
Filed as: RAYMOND JAMES Service code 26 7316 WISCONSIN AVENUE · BETHESDA, MD 20814 | Advisory (Participants) | $37,052 |
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 | $431,965 | $91,439+372.4% | $135,974+217.7% | $71,511+504.1% |
| Participation rate | 93.3% | 75.7%+17.7pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 18.98% | 29.90%-10.9pp | 68.30%-49.3pp | 28.86%-9.9pp |
| Employer contribution / active EE | $11,562 | $3,705+212.1% | $4,859+138.0% | $2,589+346.6% |
| Participant deferral / active EE | $16,834 | $7,093+137.3% | $7,760+116.9% | $4,291+292.3% |
| Admin fee / account holder | $478 | $1,267-62.2% | $10,767-95.6% | $1,588-69.9% |