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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $35,072 |
Filed as: KERBER, ECK & BRAECKEL, LLP Service code 16 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Consulting | $19,984 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $15,542 | $78,425-80.2% | $95,956-83.8% | $79,858-80.5% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.7pp |
| Annual return | -1.84% | 19.37%-21.2pp | 91.63%-93.5pp | 31.72%-33.6pp |
| Employer contribution / active EE | $1,770 | $1,945-9.0% | $2,541-30.3% | $2,471-28.3% |
| Participant deferral / active EE | $980 | $3,440-71.5% | $4,167-76.5% | $3,740-73.8% |
| Admin fee / account holder | $309 | $5,622-94.5% | $6,797-95.5% | $5,306-94.2% |