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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $15,983 |
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 | $41,540 | $107,415-61.3% | $135,982-69.5% | $80,169-48.2% |
| Participation rate | 20.1% | 78.0%-57.9pp | 81.9%-61.8pp | 72.9%-52.8pp |
| Annual return | 15.62% | 91.99%-76.4pp | 68.32%-52.7pp | 40.39%-24.8pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $833 | $8,189-89.8% | $7,760-89.3% | $5,016-83.4% |
| Admin fee / account holder | $17 | $127-86.4% | $10,767-99.8% | $145-88.0% |