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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,629 | $81,625+80.9% | $167,512-11.9% | $74,304+98.7% |
| Participation rate | 68.1% | 60.0%+8.1pp | 77.1%-9.0pp | 60.3%+7.8pp |
| Annual return | 13.85% | 26.09%-12.2pp | 1615.79%-1601.9pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,888 | $2,010+93.4% | $3,882+0.2% | $2,241+73.5% |
| Participant deferral / active EE | $5,959 | $4,115+44.8% | $6,405-7.0% | $3,767+58.2% |
| Admin fee / account holder | $16 | $3,474-99.5% | $9,769-99.8% | $2,969-99.5% |