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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $97,675 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,549 | $106,236-42.1% | $112,258-45.2% | $64,814-5.0% |
| Participation rate | 55.3% | 71.7%-16.4pp | 75.1%-19.8pp | 71.5%-16.2pp |
| Annual return | -18.23% | -6.02%-12.2pp | 27.47%-45.7pp | 32.84%-51.1pp |
| Employer contribution / active EE | $776 | $3,166-75.5% | $3,636-78.7% | $2,507-69.0% |
| Participant deferral / active EE | $2,769 | $3,785-26.8% | $4,728-41.4% | $4,310-35.8% |
| Admin fee / account holder | $391 | $452-13.5% | $6,411-93.9% | $188+108.0% |