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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $60,429 |
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 | $53,194 | $45,123+17.9% | $85,240-37.6% | $74,478-28.6% |
| Participation rate | 50.0% | 49.4%+0.6pp | 67.5%-17.5pp | 67.2%-17.2pp |
| Annual return | 7.89% | 26.32%-18.4pp | 66.75%-58.9pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $1,190 | $1,459-18.4% | $2,735-56.5% | $2,626-54.7% |
| Participant deferral / active EE | $1,503 | $2,736-45.1% | $4,527-66.8% | $4,350-65.5% |
| Admin fee / account holder | $343 | $2,215-84.5% | $6,165-94.4% | $1,946-82.4% |