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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $20,758 |
CARR, RIGGS & INGRAM, LLC2+ years Filed as: CARR, RIGGS AND INGRAM, CPA Service code 10 · EIN 72-1396621 | Accounting | $6,834 |
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 | $11,021 | $46,732-76.4% | $156,551-93.0% | $55,167-80.0% |
| Participation rate | 55.4% | 65.8%-10.4pp | 84.0%-28.7pp | 69.0%-13.6pp |
| Annual return | 5.45% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $603 | $2,105-71.3% | $5,501-89.0% | $1,963-69.3% |
| Participant deferral / active EE | $485 | $2,204-78.0% | $4,871-90.0% | $3,054-84.1% |
| Admin fee / account holder | $56 | $418-86.7% | $13,028-99.6% | $504-89.0% |