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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $10,599 | $58,895-82.0% | $178,503-94.1% | $73,497-85.6% |
| Participation rate | 55.7% | 66.2%-10.5pp | 81.9%-26.2pp | 70.7%-14.9pp |
| Annual return | 14.25% | 24.86%-10.6pp | 151.12%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $151 | $2,236-93.2% | $5,011-97.0% | $2,270-93.3% |
| Participant deferral / active EE | $827 | $2,567-67.8% | $5,202-84.1% | $3,740-77.9% |
| Admin fee / account holder | $93 | $400-76.7% | $13,987-99.3% | $513-81.8% |