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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $377,477 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $211,598 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 P.O. BOX 536850 · ATLANTA, GA 303536850 | Investment Management | $147,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,362 | $100,801+327.9% | $149,751+188.1% | $73,415+487.6% |
| Participation rate | 94.1% | 77.7%+16.4pp | 82.5%+11.6pp | 72.2%+21.9pp |
| Annual return | 17.01% | 265.34%-248.3pp | 276.71%-259.7pp | 59.30%-42.3pp |
| Employer contribution / active EE | $11,603 | $3,312+250.4% | $4,646+149.8% | $2,234+419.4% |
| Participant deferral / active EE | $9,946 | $6,404+55.3% | $6,843+45.3% | $3,806+161.3% |
| Admin fee / account holder | $545 | $181+201.6% | $9,312-94.1% | $158+245.3% |