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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $2,825 |
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 | $46,568 | $53,901-13.6% | $134,162-65.3% | $73,493-36.6% |
| Participation rate | 42.7% | 62.8%-20.1pp | 72.2%-29.4pp | 70.7%-27.9pp |
| Annual return | 16.20% | 15.82%+0.4pp | 36.35%-20.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,437 | $2,739-11.0% | $3,500-30.4% | $3,740-34.8% |
| Admin fee / account holder | $16 | $581-97.3% | $6,685-99.8% | $513-96.9% |