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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $13,439 |
BKHM, PA1 year Service code 10 · EIN 59-3023516 | Accounting | $5,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $4,300 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,806 | $80,753+64.5% | $136,298-2.6% | $62,293+113.2% |
| Participation rate | 23.7% | 73.5%-49.8pp | 81.9%-58.2pp | 69.5%-45.8pp |
| Annual return | 16.79% | 35.83%-19.0pp | 5156.27%-5139.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $309 | $2,884-89.3% | $4,696-93.4% | $2,042-84.9% |
| Participant deferral / active EE | $1,156 | $5,164-77.6% | $6,247-81.5% | $3,169-63.5% |
| Admin fee / account holder | $247 | $525-53.0% | $9,244-97.3% | $479-48.5% |