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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $82,968 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,828 | $95,388-76.1% | $125,363-81.8% | $77,906-70.7% |
| Participation rate | 8.9% | 78.6%-69.7pp | 82.4%-73.5pp | 73.7%-64.8pp |
| Annual return | -15.19% | 116.19%-131.4pp | 572.15%-587.3pp | 12.16%-27.3pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $863 | $7,711-88.8% | $7,447-88.4% | $4,805-82.0% |
| Admin fee / account holder | $130 | $119+9.8% | $10,005-98.7% | $133-1.6% |