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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,755 |
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.
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 | $3,930 | $38,075-89.7% | $93,419-95.8% | $73,493-94.7% |
| Participation rate | 66.5% | 56.7%+9.8pp | 66.8%-0.3pp | 70.7%-4.2pp |
| Annual return | 12.09% | 17.59%-5.5pp | 78.05%-66.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $348 | $1,117-68.9% | $2,075-83.2% | $2,270-84.7% |
| Participant deferral / active EE | $731 | $2,012-63.7% | $3,126-76.6% | $3,740-80.5% |
| Admin fee / account holder | $57 | $351-83.8% | $5,230-98.9% | $513-88.9% |