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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,318 | $80,753-22.8% | $136,294-54.3% | $62,2920% |
| Participation rate | 68.0% | 73.5%-5.5pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 22.55% | 35.83%-13.3pp | 5155.94%-5133.4pp | 28.90%-6.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,683 | $5,164+87.5% | $6,247+55.0% | $3,169+205.5% |
| Admin fee / account holder | $103 | $525-80.4% | $9,243-98.9% | $479-78.5% |