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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $50,452 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $31,250 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $8,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,811 | $56,540+2.2% | $185,849-68.9% | $86,821-33.4% |
| Participation rate | 38.0% | 65.5%-27.5pp | 81.7%-43.7pp | 72.3%-34.3pp |
| Annual return | 14.75% | 118.20%-103.5pp | 122.10%-107.3pp | 97.94%-83.2pp |
| Employer contribution / active EE | $654 | $1,844-64.6% | $5,169-87.4% | $2,406-72.8% |
| Participant deferral / active EE | $2,035 | $2,555-20.4% | $5,569-63.5% | $4,132-50.8% |
| Admin fee / account holder | $186 | $150+24.4% | $16,244-98.9% | $170+9.8% |