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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $51,014 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $27,500 |
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 | $36,153 | $37,196-2.8% | $154,108-76.5% | $55,725-35.1% |
| Participation rate | 40.6% | 64.1%-23.5pp | 83.0%-42.5pp | 70.9%-30.3pp |
| Annual return | -4.85% | 1319.68%-1324.5pp | 735.21%-740.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $642 | $1,614-60.2% | $5,298-87.9% | $2,078-69.1% |
| Participant deferral / active EE | $1,800 | $2,068-13.0% | $5,081-64.6% | $3,356-46.4% |
| Admin fee / account holder | $179 | $102+76.1% | $13,411-98.7% | $115+55.3% |