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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $9,146 |
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 | $34,828 | $55,453-37.2% | $170,439-79.6% | $62,293-44.1% |
| Participation rate | 43.0% | 66.4%-23.3pp | 83.6%-40.6pp | 69.5%-26.5pp |
| Annual return | 13.77% | 21.38%-7.6pp | 205.94%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $315 | $2,164-85.4% | $5,433-94.2% | $2,042-84.6% |
| Participant deferral / active EE | $765 | $2,303-66.8% | $4,939-84.5% | $3,169-75.9% |
| Admin fee / account holder | $34 | $455-92.5% | $13,881-99.8% | $479-92.8% |