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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $645 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,346 | $49,138-83.0% | $84,020-90.1% | $65,185-87.2% |
| Participation rate | 51.7% | 60.7%-9.1pp | 69.0%-17.3pp | 70.2%-18.5pp |
| Annual return | 19.20% | 23.00%-3.8pp | 71.31%-52.1pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,138 | $2,397-52.5% | $3,239-64.9% | $3,514-67.6% |
| Admin fee / account holder | $5 | $543-99.1% | $6,101-99.9% | $847-99.4% |