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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $40,835 |
Filed as: MITCHELL, MCLEOD, PUGH AND WILLIAMS Service code 27 · EIN 20-3706574 | Advisory (Plan) | $35,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,619 | $89,652+24.5% | $141,191-20.9% | $65,185+71.2% |
| Participation rate | 66.1% | 74.7%-8.6pp | 82.5%-16.4pp | 70.2%-4.1pp |
| Annual return | 26.16% | 32.79%-6.6pp | 71.41%-45.3pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,571 | $3,065-16.1% | $4,736-45.7% | $2,177+18.1% |
| Participant deferral / active EE | $4,406 | $5,691-22.6% | $6,710-34.3% | $3,514+25.4% |
| Admin fee / account holder | $357 | $569-37.3% | $10,264-96.5% | $847-57.9% |