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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,739 | $65,453-39.3% | $86,698-54.2% | $66,938-40.6% |
| Participation rate | 53.6% | 75.5%-21.8pp | 76.6%-23.0pp | 69.8%-16.2pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.95%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,218 | $2,154-43.5% | $2,837-57.1% | $2,545-52.1% |
| Participant deferral / active EE | $2,128 | $4,102-48.1% | $4,656-54.3% | $4,238-49.8% |
| Admin fee / account holder | $266 | $642-58.6% | $7,493-96.5% | $594-55.2% |