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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK3 years Service code 13 · EIN 06-1213065 | Contract Administrator | $17,202 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $8,830 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,688 | $61,214-51.5% | $83,327-64.4% | $56,289-47.3% |
| Participation rate | 28.2% | 72.6%-44.4pp | 77.8%-49.6pp | 69.9%-41.6pp |
| Annual return | -5.79% | 0.42%-6.2pp | 10.64%-16.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $808 | $1,925-58.0% | $3,379-76.1% | $2,111-61.7% |
| Participant deferral / active EE | $1,457 | $5,091-71.4% | $5,565-73.8% | $3,350-56.5% |
| Admin fee / account holder | $413 | $512-19.2% | $7,540-94.5% | $521-20.7% |