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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Direct payment from the plan; Recordk... | $49,890 |
HUNGERFORD NICHOLS7 years Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $9,700 |
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.
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 | $12,674 | $47,766-73.5% | $82,744-84.7% | $64,819-80.4% |
| Participation rate | 58.7% | 67.7%-9.0pp | 72.6%-13.9pp | 71.5%-12.8pp |
| Annual return | -16.86% | -13.06%-3.8pp | 702.22%-719.1pp | 32.84%-49.7pp |
| Employer contribution / active EE | $348 | $2,182-84.0% | $3,008-88.4% | $2,507-86.1% |
| Participant deferral / active EE | $1,468 | $3,332-56.0% | $4,395-66.6% | $4,311-66.0% |
| Admin fee / account holder | $114 | $143-20.0% | $5,325-97.9% | $188-39.1% |