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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,776 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 15 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Recordkeeping | $1,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,070 | $45,343+85.4% | $150,298-44.1% | $67,986+23.7% |
| Participation rate | 48.0% | 51.9%-3.9pp | 77.8%-29.8pp | 57.2%-9.2pp |
| Annual return | 11.82% | 33.28%-21.5pp | 62.79%-51.0pp | 31.67%-19.8pp |
| Employer contribution / active EE | $1,024 | $1,462-30.0% | $4,154-75.3% | $2,019-49.3% |
| Participant deferral / active EE | $1,611 | $2,055-21.6% | $5,453-70.4% | $3,358-52.0% |
| Admin fee / account holder | $39 | $2,250-98.3% | $14,116-99.7% | $3,203-98.8% |