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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $18,109 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT, INC Service code 27 · EIN 54-1676983 | Advisory (Plan) | $12,152 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,982 | $91,517-62.9% | $101,248-66.4% | $73,409-53.7% |
| Participation rate | 22.8% | 73.8%-51.0pp | 75.8%-53.0pp | 72.2%-49.4pp |
| Annual return | 15.64% | 17.17%-1.5pp | 46.47%-30.8pp | 59.29%-43.7pp |
| Employer contribution / active EE | $92 | $2,877-96.8% | $3,660-97.5% | $2,234-95.9% |
| Participant deferral / active EE | $583 | $3,338-82.5% | $4,370-86.6% | $3,805-84.7% |
| Admin fee / account holder | $163 | $216-24.7% | $5,945-97.3% | $158+3.0% |