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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $53,939 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $17,900 |
Service code 27 PO BOX 51517 · LOS ANGELES, CA 900515817 | Advisory (Plan) | $6,264 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,959 | $31,741-11.9% | $56,025-50.1% | $200,096-86.0% |
| Participation rate | 7.0% | 32.3%-25.4pp | 52.5%-45.5pp | 72.0%-65.0pp |
| Annual return | 11.55% | 14.72%-3.2pp | 1712.69%-1701.1pp | 34.26%-22.7pp |
| Employer contribution / active EE | $128 | $508-74.9% | $1,042-87.7% | $3,038-95.8% |
| Participant deferral / active EE | $246 | $1,184-79.2% | $1,955-87.4% | $5,090-95.2% |
| Admin fee / account holder | $164 | $426-61.5% | $2,828-94.2% | $269-39.1% |