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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $7,388 |
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 | Contract Administrator | $3,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $10,213 | $46,732-78.1% | $156,551-93.5% | $55,167-81.5% |
| Participation rate | 56.5% | 65.8%-9.3pp | 84.0%-27.5pp | 69.0%-12.5pp |
| Annual return | 4.99% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $413 | $2,105-80.4% | $5,501-92.5% | $1,963-78.9% |
| Participant deferral / active EE | $1,009 | $2,204-54.2% | $4,871-79.3% | $3,054-67.0% |
| Admin fee / account holder | $70 | $418-83.2% | $13,028-99.5% | $504-86.1% |