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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,418 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,899 | $127,481-86.0% | $149,730-88.0% | $90,274-80.2% |
| Participation rate | 28.1% | 78.2%-50.1pp | 82.5%-54.3pp | 73.4%-45.2pp |
| Annual return | 10.20% | 57.78%-47.6pp | 276.70%-266.5pp | 53.97%-43.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,394 | $6,975-65.7% | $6,843-65.0% | $4,231-43.4% |
| Admin fee / account holder | $13 | $152-91.6% | $9,310-99.9% | $114-88.8% |