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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $3,187 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL Service code 27 107 SOUTH CASS STREET, SUITE A · TRAVERS CITY, MI 49684 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $20,035 | $42,546-52.9% | $71,796-72.1% | $55,167-63.7% |
| Participation rate | 38.1% | 59.1%-21.1pp | 69.1%-31.0pp | 69.0%-30.9pp |
| Annual return | 4.28% | 12.36%-8.1pp | 78.04%-73.8pp | 169.23%-165.0pp |
| Employer contribution / active EE | $432 | $803-46.2% | $1,924-77.5% | $1,963-78.0% |
| Participant deferral / active EE | $1,214 | $2,064-41.2% | $2,794-56.6% | $3,054-60.2% |
| Admin fee / account holder | $17 | $650-97.4% | $4,815-99.7% | $504-96.7% |