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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 99 47 SOUTH 7TH ST, SUITE 2208 · MINNEAPOLIS, MN 55402 | Other Fees | $4,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,889 | $91,179-84.8% | $178,499-92.2% | $79,852-82.6% |
| Participation rate | 32.1% | 69.2%-37.1pp | 81.9%-49.8pp | 69.6%-37.5pp |
| Annual return | 15.20% | 24.19%-9.0pp | 151.10%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,786 | $3,236-44.8% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $61 | $6,749-99.1% | $13,986-99.6% | $5,306-98.9% |