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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,089 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,947 | $56,503-91.2% | $70,098-92.9% | $64,814-92.4% |
| Participation rate | 63.1% | 70.5%-7.3pp | 70.5%-7.3pp | 71.5%-8.3pp |
| Annual return | -17.13% | -13.44%-3.7pp | 190.76%-207.9pp | 32.84%-50.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,560-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,333 | $3,389-60.7% | $3,849-65.4% | $4,310-69.1% |
| Admin fee / account holder | $74 | $160-53.9% | $6,266-98.8% | $188-60.7% |