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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,729 | $58,895-29.1% | $178,503-76.6% | $73,497-43.2% |
| Participation rate | 45.3% | 66.2%-20.9pp | 81.9%-36.6pp | 70.7%-25.3pp |
| Annual return | 12.41% | 24.86%-12.5pp | 151.12%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,482 | $2,236-33.7% | $5,011-70.4% | $2,270-34.7% |
| Participant deferral / active EE | $3,097 | $2,567+20.7% | $5,202-40.5% | $3,740-17.2% |
| Admin fee / account holder | $274 | $400-31.5% | $13,987-98.0% | $513-46.5% |