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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $41,873 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $18,750 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $8,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,020 | $52,293+1.4% | $178,503-70.3% | $73,412-27.8% |
| Participation rate | 42.3% | 65.3%-23.0pp | 81.9%-39.6pp | 72.2%-29.9pp |
| Annual return | 17.39% | 34.75%-17.4pp | 151.12%-133.7pp | 59.30%-41.9pp |
| Employer contribution / active EE | $694 | $1,736-60.0% | $5,011-86.2% | $2,234-68.9% |
| Participant deferral / active EE | $2,109 | $2,333-9.6% | $5,202-59.5% | $3,806-44.6% |
| Admin fee / account holder | $156 | $127+22.8% | $13,987-98.9% | $158-1.0% |