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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $44,470 |
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 | $36,184 | $176,471-79.5% | $95,964-62.3% | $90,274-59.9% |
| Participation rate | 55.6% | 86.6%-31.0pp | 77.1%-21.5pp | 73.4%-17.8pp |
| Annual return | 16.08% | 20.15%-4.1pp | 91.64%-75.6pp | 53.97%-37.9pp |
| Employer contribution / active EE | $1,136 | $2,783-59.2% | $2,541-55.3% | $2,523-55.0% |
| Participant deferral / active EE | $1,926 | $5,325-63.8% | $4,167-53.8% | $4,231-54.5% |
| Admin fee / account holder | $48 | $154-68.6% | $6,797-99.3% | $114-57.6% |