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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,002 | $70,083-67.2% | $59,887-61.6% | $55,725-58.7% |
| Participation rate | 53.8% | 78.4%-24.6pp | 74.7%-20.9pp | 70.9%-17.0pp |
| Annual return | 0.70% | 3.13%-2.4pp | 3.46%-2.8pp | 244.93%-244.2pp |
| Employer contribution / active EE | $1,411 | $2,878-51.0% | $2,722-48.2% | $2,078-32.1% |
| Participant deferral / active EE | $2,473 | $3,079-19.7% | $3,402-27.3% | $3,356-26.3% |
| Admin fee / account holder | $119 | $70+69.0% | $3,591-96.7% | $115+3.1% |