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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,519 |
Filed as: MITCHELL, MCLEOD, PUGH AND WILLIAMS Service code 27 · EIN 20-3706574 | Advisory (Plan) | $36,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,830 | $82,163+27.6% | $125,381-16.4% | $64,819+61.7% |
| Participation rate | 62.9% | 77.9%-15.0pp | 82.4%-19.5pp | 71.5%-8.6pp |
| Annual return | -18.30% | 3.49%-21.8pp | 572.31%-590.6pp | 32.84%-51.1pp |
| Employer contribution / active EE | $2,740 | $3,616-24.2% | $4,815-43.1% | $2,507+9.3% |
| Participant deferral / active EE | $4,602 | $7,175-35.9% | $7,448-38.2% | $4,311+6.8% |
| Admin fee / account holder | $345 | $163+111.2% | $10,007-96.6% | $188+83.5% |