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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,421 | $69,708-69.3% | $67,560-68.3% | $74,478-71.2% |
| Participation rate | 53.6% | 71.4%-17.9pp | 72.9%-19.4pp | 67.2%-13.7pp |
| Annual return | 11.85% | -40.67%+52.5pp | 3533.50%-3521.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $668 | $2,715-75.4% | $2,737-75.6% | $2,626-74.6% |
| Participant deferral / active EE | $1,306 | $3,637-64.1% | $4,004-67.4% | $4,350-70.0% |
| Admin fee / account holder | $5 | $887-99.4% | $3,994-99.9% | $1,946-99.7% |