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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $64,998 |
KINGFISHER CAPITAL LLC10+ years Filed as: KINGFISHER CAPITAL, LLC Service code 27 201 S COLLEGE ST, STE 2250, 22ND FL · CHARLOTTE, NC 28244 | Advisory (Plan) | $40,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,609 | $88,137+19.8% | $164,975-36.0% | $74,429+41.9% |
| Participation rate | 66.7% | 73.1%-6.5pp | 78.6%-11.9pp | 67.2%-0.5pp |
| Annual return | 9.87% | 17.13%-7.3pp | 70.12%-60.2pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $918 | $2,597-64.7% | $4,343-78.9% | $2,625-65.0% |
| Participant deferral / active EE | $3,525 | $4,501-21.7% | $6,033-41.6% | $4,348-18.9% |
| Admin fee / account holder | $797 | $2,231-64.3% | $12,688-93.7% | $1,944-59.0% |