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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $53,865 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,281 | $50,150-37.6% | $149,723-79.1% | $80,169-61.0% |
| Participation rate | 41.8% | 64.3%-22.5pp | 78.8%-37.0pp | 72.9%-31.1pp |
| Annual return | 18.93% | 29.80%-10.9pp | 134.50%-115.6pp | 40.39%-21.5pp |
| Employer contribution / active EE | $1,091 | $1,868-41.6% | $4,821-77.4% | $2,978-63.4% |
| Participant deferral / active EE | $1,672 | $3,195-47.7% | $5,682-70.6% | $5,016-66.7% |
| Admin fee / account holder | $86 | $153-43.4% | $13,215-99.3% | $145-40.3% |