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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,983 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,130 | $61,166-80.2% | $185,849-93.5% | $79,391-84.7% |
| Participation rate | 49.7% | 66.6%-16.9pp | 81.7%-32.0pp | 70.7%-21.0pp |
| Annual return | 12.66% | 19.45%-6.8pp | 122.10%-109.4pp | 116.88%-104.2pp |
| Employer contribution / active EE | $170 | $2,321-92.7% | $5,169-96.7% | $2,428-93.0% |
| Participant deferral / active EE | $935 | $2,789-66.5% | $5,569-83.2% | $4,046-76.9% |
| Admin fee / account holder | $119 | $710-83.3% | $16,244-99.3% | $627-81.1% |