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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,727 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,731 | $100,801-69.5% | $149,730-79.5% | $73,412-58.1% |
| Participation rate | 12.9% | 77.7%-64.7pp | 82.5%-69.5pp | 72.2%-59.2pp |
| Annual return | 25.13% | 265.34%-240.2pp | 276.70%-251.6pp | 59.30%-34.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,486 | $6,404-76.8% | $6,843-78.3% | $3,806-60.9% |
| Admin fee / account holder | $156 | $181-13.9% | $9,310-98.3% | $158-1.4% |