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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,761 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,295 | $43,133+139.5% | $89,391+15.6% | $73,488+40.6% |
| Participation rate | 17.6% | 55.0%-37.4pp | 68.0%-50.4pp | 70.7%-53.1pp |
| Annual return | 11.09% | 135.66%-124.6pp | 245.62%-234.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,261 | $1,438-12.3% | $2,586-51.2% | $2,270-44.4% |
| Participant deferral / active EE | $1,511 | $2,445-38.2% | $3,890-61.2% | $3,740-59.6% |
| Admin fee / account holder | $583 | $444+31.5% | $4,881-88.0% | $513+13.7% |