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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $55,610 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,949 | $41,150+19.0% | $80,607-39.3% | $71,495-31.5% |
| Participation rate | 50.7% | 50.3%+0.4pp | 67.0%-16.3pp | 67.9%-17.3pp |
| Annual return | 11.12% | 38.48%-27.4pp | 936.11%-925.0pp | 28.85%-17.7pp |
| Employer contribution / active EE | $1,161 | $1,515-23.4% | $2,724-57.4% | $2,589-55.2% |
| Participant deferral / active EE | $1,373 | $2,701-49.2% | $4,448-69.1% | $4,291-68.0% |
| Admin fee / account holder | $309 | $1,841-83.2% | $5,379-94.3% | $1,588-80.5% |