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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $18,977 |
MARTIN & ASSOCIATES4+ years Service code 26 · EIN 72-1459510 INVESTMENT ADVISORY SERVICES L.L.C. · MANDEVILLE, LA 70471 | Advisory (Participants) | $18,957 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,961 | $65,367-25.1% | $92,915-47.3% | $72,976-32.9% |
| Participation rate | 69.4% | 68.3%+1.0pp | 76.0%-6.7pp | 69.5%-0.1pp |
| Annual return | 12.05% | 42.11%-30.1pp | 109.45%-97.4pp | 81.02%-69.0pp |
| Employer contribution / active EE | $1,347 | $2,594-48.1% | $3,653-63.1% | $2,440-44.8% |
| Participant deferral / active EE | $3,928 | $3,128+25.6% | $4,238-7.3% | $3,608+8.9% |
| Admin fee / account holder | $518 | $4,251-87.8% | $5,796-91.1% | $5,124-89.9% |