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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $37,026 |
HUNTINGTON NATIONAL BANK3+ years Service code 25 5550 S OLD WOODWARD · BIRNINGHAM, MI 48009 | Directed Trustee | $11,223 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ind... | $1,084 |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,221 | $110,257-78.0% | $96,544-74.9% | $139,434-82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.41% | 26.32%-13.9pp | 25.84%-13.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $932 | $3,620-74.3% | $2,965-68.6% | $4,751-80.4% |
| Participant deferral / active EE | $4,644 | $5,548-16.3% | $4,851-4.3% | $6,710-30.8% |
| Admin fee / account holder | $329 | $11,591-97.2% | $8,252-96.0% | $11,403-97.1% |