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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $19,498 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,248 | $49,138+118.3% | $84,021+27.6% | $65,185+64.5% |
| Participation rate | 36.2% | 60.7%-24.5pp | 69.0%-32.8pp | 70.2%-34.0pp |
| Annual return | 16.93% | 23.00%-6.1pp | 71.32%-54.4pp | 29.38%-12.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,603 | $2,397-33.1% | $3,239-50.5% | $3,514-54.4% |
| Admin fee / account holder | $309 | $543-43.0% | $6,102-94.9% | $847-63.5% |