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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $24,780 |
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.)
Annual investment return 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,464 | $46,360-38.6% | $147,617-80.7% | $52,331-45.6% |
| Participation rate | 45.0% | 64.9%-20.0pp | 84.6%-39.7pp | 68.1%-23.2pp |
| Annual return | -2.77% | 1.62%-4.4pp | 61.98%-64.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $752 | $2,126-64.6% | $5,564-86.5% | $1,882-60.1% |
| Participant deferral / active EE | $1,471 | $2,258-34.9% | $4,895-70.0% | $3,022-51.3% |
| Admin fee / account holder | $427 | $766-44.2% | $11,612-96.3% | $592-27.8% |