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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP. INC Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $77,517 |
Service code 27 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $19,734 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $13,403 |
HUNGERFORD NICHOLS6+ years Service code 10 · EIN 38-2184825 | Accounting | $10,600 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,969 | $54,121-50.2% | $134,162-79.9% | $73,412-63.3% |
| Participation rate | 64.4% | 64.4%+0.1pp | 72.2%-7.8pp | 72.2%-7.8pp |
| Annual return | 8.11% | -312.52%+320.6pp | 36.35%-28.2pp | 59.30%-51.2pp |
| Employer contribution / active EE | $886 | $1,402-36.8% | $3,705-76.1% | $2,234-60.3% |
| Participant deferral / active EE | $1,429 | $2,844-49.8% | $3,500-59.2% | $3,806-62.5% |
| Admin fee / account holder | $221 | $132+66.9% | $6,685-96.7% | $158+39.9% |