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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $103,293 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,515 | $31,741-82.6% | $56,033-90.2% | $199,960-97.2% |
| Participation rate | 20.4% | 32.3%-11.9pp | 52.5%-32.1pp | 72.0%-51.6pp |
| Annual return | 13.33% | 14.72%-1.4pp | 1711.38%-1698.0pp | 34.28%-20.9pp |
| Employer contribution / active EE | $37 | $508-92.6% | $1,041-96.4% | $3,036-98.8% |
| Participant deferral / active EE | $276 | $1,184-76.7% | $1,954-85.9% | $5,087-94.6% |
| Admin fee / account holder | $81 | $426-81.1% | $2,827-97.1% | $269-70.0% |