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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $11,173 |
TIAA2+ years Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Insurance services; Direct payment fr... | $8,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,981 | $55,453-29.7% | $170,435-77.1% | $62,293-37.4% |
| Participation rate | 39.9% | 66.4%-26.5pp | 83.6%-43.7pp | 69.5%-29.6pp |
| Annual return | 10.60% | 21.38%-10.8pp | 205.94%-195.3pp | 28.90%-18.3pp |
| Employer contribution / active EE | $237 | $2,164-89.1% | $5,432-95.6% | $2,042-88.4% |
| Participant deferral / active EE | $1,374 | $2,303-40.3% | $4,939-72.2% | $3,169-56.6% |
| Admin fee / account holder | $136 | $455-70.1% | $13,881-99.0% | $479-71.6% |