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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 777 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $30,138 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $20,703 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $7,767 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,143,745 | $160,070+1864.0% | $147,117+2036.9% | $145,897+2054.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.16% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $122,450 | $5,285+2217.2% | $4,932+2382.5% | $4,663+2526.2% |
| Participant deferral / active EE | $222,860 | $8,419+2547.0% | $8,065+2663.4% | $6,689+3231.6% |
| Admin fee / account holder | $8,373 | $15,035-44.3% | $12,993-35.6% | $13,390-37.5% |