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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Sub-transfer agency fees; Participant... | $1,493 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $435 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $77 |
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.
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 | $39,890 | $46,100-13.5% | $86,582-53.9% | $69,631-42.7% |
| Participation rate | 23.7% | 67.2%-43.4pp | 73.5%-49.8pp | 70.7%-47.0pp |
| Annual return | 16.17% | 21.02%-4.9pp | 965.08%-948.9pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2 | $1,850-99.9% | $2,839-99.9% | $2,032-99.9% |
| Participant deferral / active EE | $638 | $2,432-73.8% | $3,609-82.3% | $3,224-80.2% |
| Admin fee / account holder | $39 | $94-58.6% | $4,904-99.2% | $110-64.8% |