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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $4,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,421 | $45,324-28.5% | $122,354-73.5% | $69,631-53.4% |
| Participation rate | 33.9% | 59.9%-26.0pp | 71.6%-37.7pp | 70.7%-36.8pp |
| Annual return | 18.93% | 25.35%-6.4pp | 30.28%-11.3pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $344 | $1,230-72.1% | $4,051-91.5% | $2,032-83.1% |
| Participant deferral / active EE | $1,453 | $2,367-38.6% | $3,287-55.8% | $3,224-54.9% |
| Admin fee / account holder | $22 | $87-75.0% | $5,479-99.6% | $110-80.3% |