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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $83,020 |
THURSTON SPRINGER MILLER9 years Filed as: THURSTON,SPRINGER,MILLER,HERD&TATAK Service code 10 · EIN 35-1090346 | Accounting | $70,603 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $11,798 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,877 | $66,457-35.5% | $81,382-47.3% | $77,643-44.8% |
| Participation rate | 58.4% | 68.7%-10.3pp | 69.5%-11.0pp | 70.6%-12.1pp |
| Annual return | 13.00% | 15.93%-2.9pp | 24.73%-11.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $376 | $2,159-82.6% | $2,463-84.7% | $2,726-86.2% |
| Participant deferral / active EE | $2,205 | $3,679-40.1% | $3,883-43.2% | $4,647-52.5% |
| Admin fee / account holder | $223 | $583-61.7% | $5,768-96.1% | $430-48.1% |