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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $45,832 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,618 | $65,292-27.1% | $71,671-33.6% | $77,958-38.9% |
| Participation rate | 19.6% | 67.4%-47.8pp | 68.7%-49.2pp | 71.6%-52.1pp |
| Annual return | 14.44% | 21.25%-6.8pp | 20.65%-6.2pp | 20.87%-6.4pp |
| Employer contribution / active EE | $312 | $2,085-85.0% | $2,460-87.3% | $2,310-86.5% |
| Participant deferral / active EE | $814 | $3,008-72.9% | $3,438-76.3% | $3,537-77.0% |
| Admin fee / account holder | $25 | $84-69.8% | $5,558-99.5% | $97-73.8% |