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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,361 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,910 | $72,254-89.1% | $86,677-90.9% | $64,808-87.8% |
| Participation rate | 47.7% | 80.4%-32.7pp | 76.6%-28.9pp | 71.5%-23.7pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $870 | $2,393-63.7% | $2,836-69.3% | $2,506-65.3% |
| Participant deferral / active EE | $1,265 | $4,658-72.8% | $4,656-72.8% | $4,310-70.6% |
| Admin fee / account holder | $24 | $174-86.2% | $7,493-99.7% | $188-87.2% |