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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $3,408 |
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.
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 | $1,741 | $36,694-95.3% | $40,145,923-100.0% | $55,167-96.8% |
| Participation rate | 54.3% | 57.2%-2.8pp | 68.4%-14.1pp | 69.0%-14.7pp |
| Annual return | 41.11% | 10.16%+31.0pp | 5.24%+35.9pp | 169.23%-128.1pp |
| Employer contribution / active EE | $211 | $1,135-81.4% | $1,844-88.6% | $1,963-89.3% |
| Participant deferral / active EE | $396 | $1,679-76.4% | $2,591-84.7% | $3,054-87.0% |
| Admin fee / account holder | $32 | $175-81.7% | $2,903-98.9% | $504-93.6% |