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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP,INC. Service code 15 · EIN 27-4411131 | Recordkeeping | $127,781 |
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 | $440,824 | $99,957+341.0% | $149,730+194.4% | $73,493+499.8% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.5%+10.1pp | 70.7%+21.9pp |
| Annual return | 12.92% | 53.87%-41.0pp | 276.70%-263.8pp | 28.51%-15.6pp |
| Employer contribution / active EE | $8,276 | $3,191+159.3% | $4,645+78.2% | $2,270+264.6% |
| Participant deferral / active EE | $8,673 | $6,073+42.8% | $6,843+26.7% | $3,740+131.9% |
| Admin fee / account holder | $473 | $551-14.1% | $9,310-94.9% | $513-7.8% |