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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,325 | $69,774-80.9% | $67,575-80.3% | $74,459-82.1% |
| Participation rate | 62.4% | 71.4%-9.0pp | 72.9%-10.6pp | 67.2%-4.9pp |
| Annual return | 16.17% | -40.53%+56.7pp | 3528.98%-3512.8pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $1,742 | $2,710-35.7% | $2,736-36.3% | $2,626-33.6% |
| Participant deferral / active EE | $1,186 | $3,636-67.4% | $4,003-70.4% | $4,350-72.7% |
| Admin fee / account holder | $1 | $890-99.9% | $3,993-100.0% | $1,945-100.0% |