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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 | Sub-transfer agency fees; Direct paym... | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,674 | $47,722-73.4% | $82,719-84.7% | $64,808-80.4% |
| Participation rate | 58.7% | 67.6%-8.9pp | 72.6%-13.8pp | 71.5%-12.8pp |
| Annual return | -16.86% | -13.05%-3.8pp | 701.18%-718.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $348 | $2,179-84.0% | $3,009-88.4% | $2,506-86.1% |
| Participant deferral / active EE | $1,468 | $3,329-55.9% | $4,395-66.6% | $4,310-66.0% |
| Admin fee / account holder | $114 | $143-20.0% | $5,329-97.9% | $188-39.1% |