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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,156 |
Service code 15 · EIN 06-1667250 | Recordkeeping | $25,965 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,995 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,443 | $89,093-27.7% | $102,434-37.1% | $77,736-17.1% |
| Participation rate | 63.1% | 80.9%-17.8pp | 76.5%-13.4pp | 70.6%-7.5pp |
| Annual return | 9.96% | 25.03%-15.1pp | 29.46%-19.5pp | 31.26%-21.3pp |
| Employer contribution / active EE | $1,432 | $2,699-47.0% | $3,023-52.6% | $2,728-47.5% |
| Participant deferral / active EE | $3,863 | $5,147-24.9% | $5,055-23.6% | $4,651-16.9% |
| Admin fee / account holder | $218 | $236-7.7% | $9,462-97.7% | $433-49.8% |