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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,401 |
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.
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 | $23,650 | $79,519-70.3% | $95,956-75.4% | $73,412-67.8% |
| Participation rate | 53.4% | 81.2%-27.8pp | 77.1%-23.7pp | 72.2%-18.8pp |
| Annual return | 14.52% | 19.20%-4.7pp | 91.63%-77.1pp | 59.30%-44.8pp |
| Employer contribution / active EE | $860 | $2,048-58.0% | $2,541-66.2% | $2,234-61.5% |
| Participant deferral / active EE | $1,064 | $4,138-74.3% | $4,167-74.5% | $3,806-72.1% |
| Admin fee / account holder | $83 | $184-54.8% | $6,797-98.8% | $158-47.3% |