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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,070 | $82,188+10.8% | $125,391-27.4% | $64,824+40.5% |
| Participation rate | 69.3% | 77.9%-8.6pp | 82.4%-13.1pp | 71.5%-2.2pp |
| Annual return | -17.52% | 3.50%-21.0pp | 572.41%-589.9pp | 32.84%-50.4pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,006 | $7,177-2.4% | $7,448-5.9% | $4,311+62.5% |
| Admin fee / account holder | $36 | $163-78.2% | $10,009-99.6% | $188-81.1% |