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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $16,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,959 | $36,916-89.3% | $156,551-97.5% | $57,658-93.1% |
| Participation rate | 38.3% | 63.4%-25.1pp | 84.0%-45.7pp | 70.2%-31.9pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $418 | $1,571-73.4% | $5,501-92.4% | $1,974-78.8% |
| Participant deferral / active EE | $1,175 | $1,926-39.0% | $4,871-75.9% | $3,061-61.6% |
| Admin fee / account holder | $50 | $82-38.8% | $13,028-99.6% | $95-46.6% |