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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $43,481 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $27,025 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $6,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,763 | $46,173-24.7% | $170,435-79.6% | $69,631-50.1% |
| Participation rate | 42.6% | 63.9%-21.3pp | 83.6%-41.0pp | 70.7%-28.1pp |
| Annual return | 783.34% | 21.62%+761.7pp | 205.94%+577.4pp | 27571.02%-26787.7pp |
| Employer contribution / active EE | $623 | $1,610-61.3% | $5,432-88.5% | $2,032-69.4% |
| Participant deferral / active EE | $1,779 | $2,080-14.5% | $4,939-64.0% | $3,224-44.8% |
| Admin fee / account holder | $174 | $116+49.8% | $13,881-98.7% | $110+57.2% |