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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $22,063 |
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 | $11,683 | $55,453-78.9% | $170,435-93.1% | $62,293-81.2% |
| Participation rate | 49.6% | 66.4%-16.8pp | 83.6%-34.0pp | 69.5%-19.9pp |
| Annual return | 13.77% | 21.38%-7.6pp | 205.94%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $368 | $2,164-83.0% | $5,432-93.2% | $2,042-82.0% |
| Participant deferral / active EE | $365 | $2,303-84.2% | $4,939-92.6% | $3,169-88.5% |
| Admin fee / account holder | $17 | $455-96.4% | $13,881-99.9% | $479-96.5% |