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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,853 | $30,107-73.9% | $61,452-87.2% | $64,819-87.9% |
| Participation rate | 15.1% | 36.4%-21.3pp | 52.6%-37.5pp | 71.5%-56.4pp |
| Annual return | -38.89% | -13.99%-24.9pp | 338.96%-377.8pp | 32.84%-71.7pp |
| Employer contribution / active EE | $426 | $537-20.6% | $1,160-63.3% | $2,507-83.0% |
| Participant deferral / active EE | $651 | $1,126-42.2% | $2,125-69.4% | $4,311-84.9% |
| Admin fee / account holder | $191 | $148+28.9% | $2,131-91.0% | $188+1.8% |