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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $41,492 |
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 | $35,779 | $46,732-23.4% | $156,551-77.1% | $55,167-35.1% |
| Participation rate | 61.4% | 65.8%-4.4pp | 84.0%-22.7pp | 69.0%-7.6pp |
| Annual return | 13.96% | 17.72%-3.8pp | 32.23%-18.3pp | 169.23%-155.3pp |
| Employer contribution / active EE | $803 | $2,105-61.9% | $5,501-85.4% | $1,963-59.1% |
| Participant deferral / active EE | $2,985 | $2,204+35.4% | $4,871-38.7% | $3,054-2.3% |
| Admin fee / account holder | $134 | $418-67.9% | $13,028-99.0% | $504-73.4% |