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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $3,112 |
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 | $32,689 | $39,898-18.1% | $121,220-73.0% | $55,725-41.3% |
| Participation rate | 36.4% | 61.2%-24.9pp | 71.8%-35.4pp | 70.9%-34.5pp |
| Annual return | -6.45% | -0.96%-5.5pp | 16.94%-23.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $416 | $1,295-67.9% | $4,023-89.7% | $2,078-80.0% |
| Participant deferral / active EE | $1,828 | $2,439-25.0% | $3,345-45.4% | $3,356-45.5% |
| Admin fee / account holder | $16 | $95-82.9% | $5,021-99.7% | $115-85.9% |