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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $26,330 |
Filed as: D.K. WEISS & ASSOCIATES PLLC Service code 10 · EIN 30-0022324 | Accounting | $7,300 |
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 | $12,633 | $52,639-76.0% | $185,117-93.2% | $62,293-79.7% |
| Participation rate | 93.3% | 63.9%+29.4pp | 77.3%+16.0pp | 69.5%+23.8pp |
| Annual return | 18.60% | 19.57%-1.0pp | 40.50%-21.9pp | 28.90%-10.3pp |
| Employer contribution / active EE | $300 | $1,483-79.8% | $4,182-92.8% | $2,042-85.3% |
| Participant deferral / active EE | $1,937 | $3,097-37.4% | $5,045-61.6% | $3,169-38.9% |
| Admin fee / account holder | $61 | $374-83.6% | $8,159-99.2% | $479-87.2% |