Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $33,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,579 | $91,559-33.8% | $133,971-54.8% | $79,852-24.1% |
| Participation rate | 56.1% | 73.3%-17.2pp | 79.8%-23.7pp | 69.6%-13.5pp |
| Annual return | 7.17% | 61.85%-54.7pp | 45.09%-37.9pp | 31.72%-24.5pp |
| Employer contribution / active EE | $854 | $2,384-64.2% | $3,919-78.2% | $2,471-65.4% |
| Participant deferral / active EE | $3,080 | $3,734-17.5% | $5,047-39.0% | $3,740-17.7% |
| Admin fee / account holder | $431 | $6,321-93.2% | $8,929-95.2% | $5,306-91.9% |