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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2073969 | Contract Administrator | $6,008 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,231 | $46,292-64.9% | $143,757-88.7% | $64,808-75.0% |
| Participation rate | 35.1% | 64.2%-29.1pp | 80.3%-45.2pp | 71.5%-36.3pp |
| Annual return | -18.89% | -10.05%-8.8pp | -0.04%-18.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,221 | $1,910-36.1% | $4,951-75.3% | $2,506-51.3% |
| Participant deferral / active EE | $2,300 | $2,646-13.1% | $5,637-59.2% | $4,310-46.6% |
| Admin fee / account holder | $57 | $154-62.7% | $14,673-99.6% | $188-69.5% |