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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $54,814 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,109 | $37,393+18.0% | $77,024-42.7% | $66,914-34.1% |
| Participation rate | 56.8% | 52.9%+3.9pp | 67.9%-11.1pp | 69.8%-13.0pp |
| Annual return | -13.49% | -3.29%-10.2pp | 42.32%-55.8pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,249 | $1,531-18.4% | $2,812-55.6% | $2,544-50.9% |
| Participant deferral / active EE | $1,511 | $2,617-42.3% | $4,426-65.9% | $4,237-64.3% |
| Admin fee / account holder | $308 | $567-45.7% | $5,425-94.3% | $593-48.1% |