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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $50,223 |
KATZ, SAPPER & MILLER3+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $12,656 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,072 | $69,305-72.5% | $82,312-76.8% | $69,631-72.6% |
| Participation rate | 95.8% | 80.3%+15.6pp | 76.9%+19.0pp | 70.7%+25.2pp |
| Annual return | 15.26% | 21.47%-6.2pp | 25.88%-10.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $556 | $1,887-70.5% | $2,428-77.1% | $2,032-72.7% |
| Participant deferral / active EE | $2,547 | $3,568-28.6% | $3,706-31.3% | $3,224-21.0% |
| Admin fee / account holder | $57 | $97-41.1% | $5,608-99.0% | $110-48.2% |