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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2073969 | Contract Administrator | $5,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,252 | $58,888-77.5% | $178,499-92.6% | $73,493-82.0% |
| Participation rate | 38.6% | 66.2%-27.6pp | 81.9%-43.3pp | 70.7%-32.1pp |
| Annual return | 12.55% | 24.86%-12.3pp | 151.10%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $217 | $2,236-90.3% | $5,011-95.7% | $2,270-90.4% |
| Participant deferral / active EE | $1,882 | $2,568-26.7% | $5,202-63.8% | $3,740-49.7% |
| Admin fee / account holder | $52 | $400-86.9% | $13,986-99.6% | $513-89.8% |