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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $22,303 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR, RIGGS AND INGRAM, CPA Service code 10 · EIN 72-1396621 | Accounting | $10,000 |
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 | $10,719 | $46,360-76.9% | $147,617-92.7% | $52,331-79.5% |
| Participation rate | 69.9% | 64.9%+5.0pp | 84.6%-14.7pp | 68.1%+1.8pp |
| Annual return | -0.99% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $523 | $2,126-75.4% | $5,564-90.6% | $1,882-72.2% |
| Participant deferral / active EE | $528 | $2,258-76.6% | $4,895-89.2% | $3,022-82.5% |
| Admin fee / account holder | $72 | $766-90.5% | $11,612-99.4% | $592-87.8% |