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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $137,846 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,651 | $53,216-87.5% | $155,534-95.7% | $199,960-96.7% |
| Participation rate | 54.2% | 64.1%-9.9pp | 78.2%-24.0pp | 72.0%-17.8pp |
| Annual return | 14.78% | 41.18%-26.4pp | 64.92%-50.1pp | 34.28%-19.5pp |
| Employer contribution / active EE | $68 | $1,848-96.3% | $4,675-98.6% | $3,036-97.8% |
| Participant deferral / active EE | $1,073 | $3,164-66.1% | $5,630-80.9% | $5,087-78.9% |
| Admin fee / account holder | $52 | $186-71.8% | $15,900-99.7% | $269-80.5% |