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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,248 | $105,173-65.5% | $87,104-58.4% | $77,775-53.4% |
| Participation rate | 58.4% | 85.8%-27.4pp | 76.9%-18.5pp | 73.2%-14.8pp |
| Annual return | 22.64% | 24.52%-1.9pp | 28.19%-5.6pp | 32.58%-9.9pp |
| Employer contribution / active EE | $1,361 | $2,890-52.9% | $2,521-46.0% | $2,504-45.6% |
| Participant deferral / active EE | $2,331 | $5,048-53.8% | $4,048-42.4% | $3,966-41.2% |
| Admin fee / account holder | $32 | $105-69.8% | $7,491-99.6% | $100-68.4% |