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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $71,179 |
Service code 27 35 EAST WACKER DRIVE 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $17,611 |
HUNGERFORD NICHOLS1+ years Service code 10 · EIN 38-2184825 | Accounting | $9,500 |
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.
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 | $17,865 | $47,078-62.1% | $100,671-82.3% | $55,191-67.6% |
| Participation rate | 58.5% | 58.0%+0.5pp | 70.7%-12.2pp | 69.2%-10.6pp |
| Annual return | -2.14% | 0.65%-2.8pp | 20.43%-22.6pp | 10.78%-12.9pp |
| Employer contribution / active EE | $738 | $1,065-30.7% | $4,012-81.6% | $1,899-61.1% |
| Participant deferral / active EE | $1,098 | $2,038-46.1% | $3,144-65.1% | $3,046-64.0% |
| Admin fee / account holder | $171 | $153+11.6% | $4,850-96.5% | $91+88.3% |