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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 (bank, trust company, or simi... | $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 | $160,028+1864.5% | $147,080+2037.4% | $145,884+2055.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.16% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $122,450 | $5,286+2216.6% | $4,933+2382.1% | $4,662+2526.4% |
| Participant deferral / active EE | $222,860 | $8,422+2546.2% | $8,066+2662.8% | $6,690+3231.4% |
| Admin fee / account holder | $8,373 | $15,030-44.3% | $12,989-35.5% | $13,392-37.5% |