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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $9,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,424 | $42,546-80.2% | $71,796-88.3% | $55,167-84.7% |
| Participation rate | 36.7% | 59.1%-22.4pp | 69.1%-32.4pp | 69.0%-32.3pp |
| Annual return | 8.48% | 12.36%-3.9pp | 78.04%-69.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $908 | $2,064-56.0% | $2,794-67.5% | $3,054-70.3% |
| Admin fee / account holder | $10 | $650-98.4% | $4,815-99.8% | $504-97.9% |