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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METZLER LOCRICCHIO SERRA & CO., P.C Service code 10 · EIN 38-2488264 | Accounting | $13,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $9,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,568 | $69,305-58.8% | $82,312-65.3% | $69,631-59.0% |
| Participation rate | 44.3% | 80.3%-36.0pp | 76.9%-32.6pp | 70.7%-26.4pp |
| Annual return | 13.90% | 21.47%-7.6pp | 25.88%-12.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $517 | $1,887-72.6% | $2,428-78.7% | $2,032-74.6% |
| Participant deferral / active EE | $1,245 | $3,568-65.1% | $3,706-66.4% | $3,224-61.4% |
| Admin fee / account holder | $59 | $97-39.2% | $5,608-98.9% | $110-46.5% |