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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,130 | $62,132+35.4% | $185,861-54.7% | $73,497+14.5% |
| Participation rate | 48.6% | 67.8%-19.2pp | 78.0%-29.4pp | 70.7%-22.1pp |
| Annual return | 15.26% | 20.44%-5.2pp | 35.96%-20.7pp | 28.51%-13.3pp |
| Employer contribution / active EE | $355 | $1,681-78.9% | $4,088-91.3% | $2,270-84.4% |
| Participant deferral / active EE | $2,036 | $3,711-45.1% | $5,634-63.9% | $3,740-45.6% |
| Admin fee / account holder | $407 | $419-2.9% | $9,503-95.7% | $513-20.7% |