Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $504,625 |
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).
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 | $56,150 | $134,619-58.3% | $111,319-49.6% | $101,555-44.7% |
| Participation rate | 61.4% | 89.0%-27.6pp | 77.3%-15.9pp | 74.5%-13.1pp |
| Annual return | 15.97% | 17.96%-2.0pp | 54.68%-38.7pp | 21.00%-5.0pp |
| Employer contribution / active EE | $1,525 | $3,829-60.2% | $2,732-44.2% | $2,972-48.7% |
| Participant deferral / active EE | $2,738 | $6,572-58.3% | $4,488-39.0% | $4,874-43.8% |
| Admin fee / account holder | $80 | $86-6.7% | $7,966-99.0% | $139-42.3% |