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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $5,099 |
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.
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 | $5,795 | $73,638-92.1% | $95,964-94.0% | $73,497-92.1% |
| Participation rate | 57.4% | 76.2%-18.8pp | 77.1%-19.7pp | 70.7%-13.3pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.64%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $784 | $1,863-57.9% | $2,541-69.1% | $2,270-65.4% |
| Participant deferral / active EE | $1,012 | $3,617-72.0% | $4,167-75.7% | $3,740-72.9% |
| Admin fee / account holder | $33 | $482-93.1% | $6,797-99.5% | $513-93.5% |