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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,336 |
Service code 61 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IL 52556 | Finders' fees / placement fees | $10,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,687 | $75,183-61.8% | $123,894-76.8% | $55,167-48.0% |
| Participation rate | 62.6% | 72.8%-10.2pp | 81.4%-18.8pp | 69.0%-6.4pp |
| Annual return | 1.55% | 19.01%-17.5pp | 47.52%-46.0pp | 169.23%-167.7pp |
| Employer contribution / active EE | $1,296 | $2,823-54.1% | $4,617-71.9% | $1,963-34.0% |
| Participant deferral / active EE | $2,820 | $5,084-44.5% | $5,984-52.9% | $3,054-7.7% |
| Admin fee / account holder | $250 | $663-62.3% | $8,357-97.0% | $504-50.4% |