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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $51,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
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 | $281,619 | $101,591+177.2% | $147,096+91.5% | $74,429+278.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 14.56% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $6,229 | $3,813+63.4% | $4,936+26.2% | $2,625+137.3% |
| Participant deferral / active EE | $12,513 | $7,302+71.4% | $8,071+55.0% | $4,348+187.8% |
| Admin fee / account holder | $399 | $1,750-77.2% | $13,005-96.9% | $1,944-79.5% |