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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $42,289 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,574 | $53,165-48.1% | $86,188-68.0% | $74,419-62.9% |
| Participation rate | 33.1% | 64.9%-31.7pp | 69.0%-35.8pp | 70.7%-37.6pp |
| Annual return | 14.59% | 22.64%-8.1pp | 1168.45%-1153.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $660 | $1,210-45.5% | $2,380-72.3% | $2,637-75.0% |
| Participant deferral / active EE | $1,020 | $3,234-68.5% | $3,985-74.4% | $4,528-77.5% |
| Admin fee / account holder | $211 | $551-61.7% | $6,852-96.9% | $348-39.2% |