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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,820 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $36,749 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GOUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $6,635 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 13 | Contract Administrator | $4,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,870 | $89,652-47.7% | $141,197-66.8% | $65,186-28.1% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 24.52% | 32.79%-8.3pp | 71.41%-46.9pp | 29.39%-4.9pp |
| Employer contribution / active EE | $9,891 | $3,065+222.7% | $4,736+108.8% | $2,177+354.4% |
| Participant deferral / active EE | $7,973 | $5,691+40.1% | $6,710+18.8% | $3,514+126.9% |
| Admin fee / account holder | $311 | $569-45.3% | $10,265-97.0% | $847-63.3% |