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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $67,582 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP. INC Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $16,705 |
Service code 27 35 EAST WACKER DRIVE 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $14,726 |
HUNGERFORD NICHOLS5+ years Service code 10 · EIN 38-2184825 | Accounting | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,532 | $47,648-44.3% | $130,660-79.7% | $67,579-60.7% |
| Participation rate | 62.1% | 60.4%+1.7pp | 71.7%-9.6pp | 71.3%-9.2pp |
| Annual return | 21.12% | 25.73%-4.6pp | 1709.29%-1688.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $896 | $1,408-36.4% | $4,092-78.1% | $2,148-58.3% |
| Participant deferral / active EE | $1,378 | $2,616-47.3% | $3,603-61.8% | $3,539-61.1% |
| Admin fee / account holder | $189 | $105+79.9% | $5,463-96.5% | $142+32.8% |