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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $68,612 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,627 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $17,225 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,705 | $93,598-40.5% | $135,974-59.0% | $75,173-25.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.71% | 30.89%-16.2pp | 68.30%-53.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,824 | $3,538+8.1% | $4,859-21.3% | $2,671+43.2% |
| Participant deferral / active EE | $6,549 | $6,405+2.2% | $7,760-15.6% | $4,126+58.7% |
| Admin fee / account holder | $394 | $6,978-94.4% | $10,767-96.3% | $5,651-93.0% |