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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $52,633 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $39,400 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $8,794 |
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 | $44,492 | $50,151-11.3% | $149,696-70.3% | $80,157-44.5% |
| Participation rate | 53.5% | 64.3%-10.8pp | 78.8%-25.3pp | 72.9%-19.5pp |
| Annual return | 17.94% | 29.80%-11.9pp | 134.46%-116.5pp | 40.39%-22.5pp |
| Employer contribution / active EE | $838 | $1,867-55.1% | $4,821-82.6% | $2,977-71.9% |
| Participant deferral / active EE | $2,449 | $3,194-23.3% | $5,682-56.9% | $5,015-51.2% |
| Admin fee / account holder | $147 | $153-3.8% | $13,212-98.9% | $145+1.3% |