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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $12,306 |
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.
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 | $424,685 | $174,875+142.9% | $125,381+238.7% | - |
| Participation rate | 99.0% | 70.4%+28.6pp | 82.4%+16.6pp | - |
| Annual return | -21.70% | -12.92%-8.8pp | 572.31%-594.0pp | - |
| Employer contribution / active EE | $19,591 | $3,570+448.8% | $4,815+306.8% | - |
| Participant deferral / active EE | $10,141 | $6,354+59.6% | $7,448+36.2% | - |
| Admin fee / account holder | $2,715 | $56,366-95.2% | $10,007-72.9% | - |