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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,059 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,112 | $45,068-28.7% | $67,221-52.2% | $73,412-56.3% |
| Participation rate | 46.8% | 75.3%-28.5pp | 79.4%-32.6pp | 72.2%-25.4pp |
| Annual return | 18.68% | 16.15%+2.5pp | 20.72%-2.0pp | 59.30%-40.6pp |
| Employer contribution / active EE | $364 | $2,041-82.2% | $3,723-90.2% | $2,234-83.7% |
| Participant deferral / active EE | $987 | $2,660-62.9% | $4,384-77.5% | $3,806-74.1% |
| Admin fee / account holder | $112 | $111+1.0% | $5,844-98.1% | $158-29.0% |