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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,529 | $65,582-32.1% | $64,099-30.5% | $71,495-37.7% |
| Participation rate | 23.2% | 73.2%-49.9pp | 72.3%-49.1pp | 67.9%-44.7pp |
| Annual return | 15.64% | 18.96%-3.3pp | 33.70%-18.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $663 | $2,671-75.2% | $2,748-75.9% | $2,589-74.4% |
| Participant deferral / active EE | $1,353 | $3,628-62.7% | $3,881-65.1% | $4,291-68.5% |
| Admin fee / account holder | $161 | $616-73.9% | $3,070-94.8% | $1,588-89.9% |