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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $139,411 |
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 | $3,078 | $30,147-89.8% | $58,544-94.7% | $80,149-96.2% |
| Participation rate | 29.4% | 34.4%-5.0pp | 50.9%-21.4pp | 72.9%-43.5pp |
| Annual return | 21.13% | 21.97%-0.8pp | 4249.56%-4228.4pp | 40.39%-19.3pp |
| Employer contribution / active EE | $30 | $528-94.3% | $1,053-97.1% | $2,977-99.0% |
| Participant deferral / active EE | $330 | $1,249-73.6% | $1,923-82.8% | $5,015-93.4% |
| Admin fee / account holder | $69 | $195-64.7% | $2,520-97.3% | $145-52.6% |