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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,586 | $104,336+30.0% | $159,474-15.0% | $86,821+56.2% |
| Participation rate | 54.9% | 77.7%-22.8pp | 82.8%-27.9pp | 72.3%-17.4pp |
| Annual return | 17.68% | 26.32%-8.6pp | 263.68%-246.0pp | 97.94%-80.3pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,718 | $6,837-1.7% | $7,353-8.6% | $4,132+62.6% |
| Admin fee / account holder | $40 | $172-76.9% | $10,802-99.6% | $170-76.6% |