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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $9,311 |
Filed as: D.K. WEISS, HOLT & ASSOCIATES PLLC Service code 10 · EIN 30-0022324 | Accounting | $7,600 |
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 | $14,867 | $56,918-73.9% | $182,540-91.9% | $65,185-77.2% |
| Participation rate | 89.6% | 66.5%+23.1pp | 78.0%+11.6pp | 70.2%+19.4pp |
| Annual return | 25.69% | 27.67%-2.0pp | 148.58%-122.9pp | 29.38%-3.7pp |
| Employer contribution / active EE | $495 | $1,615-69.3% | $4,076-87.9% | $2,177-77.3% |
| Participant deferral / active EE | $2,244 | $3,526-36.4% | $5,525-59.4% | $3,514-36.1% |
| Admin fee / account holder | $72 | $531-86.5% | $8,593-99.2% | $847-91.5% |