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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $10,100 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-7868111 | Claims processing; Recordkeeping and ... | $8,643 |
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 | $8,391 | $75,183-88.8% | $123,894-93.2% | $55,167-84.8% |
| Participation rate | 96.0% | 72.8%+23.2pp | 81.4%+14.6pp | 69.0%+27.0pp |
| Annual return | 3.88% | 19.01%-15.1pp | 47.52%-43.6pp | 169.23%-165.3pp |
| Employer contribution / active EE | $163 | $2,823-94.2% | $4,617-96.5% | $1,963-91.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $65 | $663-90.3% | $8,357-99.2% | $504-87.2% |