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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $74,422 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,521 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 13 | Contract Administrator | $9,556 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GOUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $6,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,051 | $82,674-22.5% | $125,363-48.9% | $68,495-6.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -16.70% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $40,478 | $3,382+1097.0% | $4,815+740.7% | $2,596+1459.0% |
| Participant deferral / active EE | $34,662 | $6,111+467.2% | $7,447+365.4% | $4,028+760.6% |
| Admin fee / account holder | $433 | $6,276-93.1% | $10,005-95.7% | $5,403-92.0% |