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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,061 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $50,955 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 13 | Contract Administrator | $6,628 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GOUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $6,350 |
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 | $56,747 | $213,957-73.5% | $149,745-62.1% | - |
| Participation rate | 95.2% | 79.5%+15.7pp | 82.5%+12.7pp | - |
| Annual return | 23.19% | 9.83%+13.4pp | 276.72%-253.5pp | - |
| Employer contribution / active EE | $9,539 | $3,868+146.6% | $4,646+105.3% | - |
| Participant deferral / active EE | $7,697 | $6,177+24.6% | $6,843+12.5% | - |
| Admin fee / account holder | $352 | $24,510-98.6% | $9,312-96.2% | - |