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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,070 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,992 | $35,949-91.7% | $88,538-96.6% | $65,185-95.4% |
| Participation rate | 74.0% | 56.4%+17.6pp | 68.7%+5.3pp | 70.2%+3.8pp |
| Annual return | 19.71% | 47.52%-27.8pp | 43.64%-23.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $305 | $1,047-70.9% | $2,098-85.5% | $2,177-86.0% |
| Participant deferral / active EE | $638 | $1,870-65.9% | $2,914-78.1% | $3,514-81.8% |
| Admin fee / account holder | $56 | $496-88.8% | $4,310-98.7% | $847-93.4% |