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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $28,337 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,200 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $5,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,513 | $72,303-23.2% | $86,698-36.0% | $64,819-14.4% |
| Participation rate | 33.2% | 80.4%-47.2pp | 76.6%-43.3pp | 71.5%-38.2pp |
| Annual return | -17.41% | 392.77%-410.2pp | 35.95%-53.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,951 | $4,660-58.1% | $4,656-58.1% | $4,311-54.8% |
| Admin fee / account holder | $272 | $174+56.3% | $7,493-96.4% | $188+44.8% |