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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,781 | $82,674-39.8% | $125,381-60.3% | $68,486-27.3% |
| Participation rate | 15.1% | 75.1%-60.0pp | 82.4%-67.3pp | 67.9%-52.8pp |
| Annual return | -14.56% | -5.97%-8.6pp | 572.31%-586.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,292 | $6,111-62.5% | $7,448-69.2% | $4,028-43.1% |
| Admin fee / account holder | $97 | $6,277-98.5% | $10,007-99.0% | $5,404-98.2% |