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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,654 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,011 | $64,286-86.0% | $90,965-90.1% | $73,412-87.7% |
| Participation rate | 49.8% | 63.6%-13.8pp | 69.0%-19.2pp | 72.2%-22.3pp |
| Annual return | 16.48% | 21.46%-5.0pp | 134.57%-118.1pp | 59.30%-42.8pp |
| Employer contribution / active EE | $789 | $895-11.8% | $2,122-62.8% | $2,234-64.7% |
| Participant deferral / active EE | $1,152 | $2,453-53.0% | $3,373-65.8% | $3,806-69.7% |
| Admin fee / account holder | $43 | $287-85.1% | $5,960-99.3% | $158-72.9% |