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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 | Direct payment from the plan; Recordk... | $20,703 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (discreti... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,143,745 | $159,901+1866.1% | $146,958+2039.2% | $145,922+2054.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.16% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $122,450 | $5,286+2216.5% | $4,933+2382.3% | $4,660+2527.9% |
| Participant deferral / active EE | $222,860 | $8,428+2544.2% | $8,070+2661.6% | $6,688+3232.4% |
| Admin fee / account holder | $8,373 | $15,044-44.3% | $12,998-35.6% | $13,397-37.5% |