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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,513 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,884 | $53,127-83.3% | $86,597-89.7% | $70,131-87.3% |
| Participation rate | 65.2% | 65.3%-0.1pp | 73.5%-8.3pp | 69.5%-4.3pp |
| Annual return | 21.09% | 27.66%-6.6pp | 964.96%-943.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $494 | $2,068-76.1% | $2,840-82.6% | $2,342-78.9% |
| Participant deferral / active EE | $1,153 | $2,696-57.2% | $3,609-68.0% | $3,332-65.4% |
| Admin fee / account holder | $80 | $3,585-97.8% | $4,906-98.4% | $4,645-98.3% |