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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,155 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,913 | $101,317-76.4% | $146,958-83.7% | $74,495-67.9% |
| Participation rate | 64.5% | 75.5%-11.0pp | 82.2%-17.6pp | 67.2%-2.7pp |
| Annual return | 16.38% | 8730.91%-8714.5pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,133 | $3,810-17.8% | $4,933-36.5% | $2,623+19.5% |
| Participant deferral / active EE | $5,314 | $7,303-27.2% | $8,070-34.2% | $4,346+22.3% |
| Admin fee / account holder | $81 | $1,739-95.4% | $12,998-99.4% | $1,942-95.8% |