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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $9,850 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Direct payment fro... | $5,037 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,491 | $70,002-87.9% | $115,038-92.6% | $52,331-83.8% |
| Participation rate | 93.0% | 72.1%+20.9pp | 81.4%+11.6pp | 68.1%+24.9pp |
| Annual return | -1.77% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $202 | $2,715-92.5% | $4,608-95.6% | $1,882-89.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $66 | $566-88.4% | $8,175-99.2% | $592-88.9% |