Filed November 24, 2020
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $37,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,425 | $46,100-25.3% | $86,582-60.2% | $69,631-50.6% |
| Participation rate | 47.0% | 67.2%-20.1pp | 73.5%-26.5pp | 70.7%-23.6pp |
| Annual return | 19.64% | 21.02%-1.4pp | 965.08%-945.4pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $342 | $1,850-81.5% | $2,839-88.0% | $2,032-83.2% |
| Participant deferral / active EE | $1,030 | $2,432-57.7% | $3,609-71.5% | $3,224-68.1% |
| Admin fee / account holder | $87 | $94-7.4% | $4,904-98.2% | $110-21.3% |