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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Recordkeeping fees; Direct payment fr... | $35,684 |
HUNGERFORD NICHOLS6 years Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $15,000 |
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 | $20,061 | $58,344-65.6% | $98,477-79.6% | $86,813-76.9% |
| Participation rate | 54.3% | 68.4%-14.1pp | 73.3%-19.1pp | 72.3%-18.0pp |
| Annual return | 14.14% | 43.47%-29.3pp | 1493.59%-1479.4pp | 97.93%-83.8pp |
| Employer contribution / active EE | $330 | $2,008-83.6% | $2,961-88.9% | $2,406-86.3% |
| Participant deferral / active EE | $1,348 | $3,156-57.3% | $4,276-68.5% | $4,131-67.4% |
| Admin fee / account holder | $118 | $138-14.6% | $5,951-98.0% | $170-30.6% |