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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,271 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $23,722 |
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.
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 | $60,066 | $99,168-39.4% | $96,534-37.8% | $74,460-19.3% |
| Participation rate | 46.1% | 80.7%-34.5pp | 76.0%-29.8pp | 70.7%-24.6pp |
| Annual return | 16.40% | 22.40%-6.0pp | 25.88%-9.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,927 | $4,936-61.0% | $4,851-60.3% | $4,530-57.5% |
| Admin fee / account holder | $206 | $225-8.4% | $8,253-97.5% | $348-40.8% |