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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 | $101,653+188.5% | $147,080+99.4% | $74,459+293.8% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 11.91% | 8754.98%-8743.1pp | 420.17%-408.3pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $9,762 | $3,813+156.0% | $4,933+97.9% | $2,626+271.7% |
| Participant deferral / active EE | $11,059 | $7,304+51.4% | $8,066+37.1% | $4,350+154.3% |
| Admin fee / account holder | $384 | $1,752-78.1% | $12,989-97.0% | $1,945-80.3% |