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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $159,297 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $57,972 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,122 | $57,570-44.2% | $121,098-73.5% | $80,160-59.9% |
| Participation rate | 65.9% | 58.8%+7.1pp | 69.5%-3.6pp | 72.9%-7.0pp |
| Annual return | 13.09% | 20.42%-7.3pp | 985.75%-972.7pp | 40.38%-27.3pp |
| Employer contribution / active EE | $656 | $2,119-69.0% | $4,164-84.2% | $2,978-78.0% |
| Participant deferral / active EE | $1,611 | $3,092-47.9% | $4,080-60.5% | $5,017-67.9% |
| Admin fee / account holder | $111 | $121-8.6% | $5,644-98.0% | $145-23.6% |