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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CONSULTING GROUP Service code 16 1209 ORANGE STREET · WILMINGTON, DE 19801 | Consulting | $40,149 |
T ROWE PRICE RPS INC2+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,186 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,228 | $101,591+188.6% | $147,096+99.3% | $74,429+294.0% |
| Participation rate | 93.2% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 11.91% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $9,762 | $3,813+156.0% | $4,936+97.8% | $2,625+271.9% |
| Participant deferral / active EE | $11,059 | $7,302+51.5% | $8,071+37.0% | $4,348+154.3% |
| Admin fee / account holder | $384 | $1,750-78.1% | $13,005-97.0% | $1,944-80.3% |