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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $11,113 |
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 | $9,336 | $51,466-81.9% | $78,778-88.1% | $62,293-85.0% |
| Participation rate | 37.5% | 59.8%-22.3pp | 69.2%-31.7pp | 69.5%-32.0pp |
| Annual return | 19.34% | 19.96%-0.6pp | 35.62%-16.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $999 | $2,147-53.5% | $2,958-66.2% | $3,169-68.5% |
| Admin fee / account holder | $13 | $489-97.3% | $5,134-99.7% | $479-97.3% |