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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,870 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 14 · EIN 41-0955056 | Plan Administrator | $22,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,088 | $26,549+145.2% | $61,373+6.1% | $66,914-2.7% |
| Participation rate | 54.0% | 38.1%+15.9pp | 52.6%+1.5pp | 69.8%-15.8pp |
| Annual return | -21.02% | -16.21%-4.8pp | 338.61%-359.6pp | 1.58%-22.6pp |
| Employer contribution / active EE | $1,388 | $651+113.0% | $1,159+19.7% | $2,544-45.5% |
| Participant deferral / active EE | $2,449 | $1,338+83.0% | $2,125+15.3% | $4,237-42.2% |
| Admin fee / account holder | $426 | $409+4.2% | $2,130-80.0% | $593-28.2% |