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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,901 | $56,503-66.5% | $69,890-73.0% | $64,824-70.8% |
| Participation rate | 61.2% | 70.5%-9.3pp | 70.5%-9.3pp | 71.5%-10.3pp |
| Annual return | -16.27% | -13.44%-2.8pp | 190.84%-207.1pp | 32.84%-49.1pp |
| Employer contribution / active EE | $535 | $2,046-73.9% | $2,560-79.1% | $2,507-78.7% |
| Participant deferral / active EE | $1,765 | $3,389-47.9% | $3,848-54.1% | $4,311-59.1% |
| Admin fee / account holder | $46 | $160-71.3% | $6,267-99.3% | $188-75.5% |