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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $8,795 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,829 | $65,453-88.0% | $86,698-91.0% | $66,938-88.3% |
| Participation rate | 58.3% | 75.5%-17.1pp | 76.6%-18.3pp | 69.8%-11.5pp |
| Annual return | -16.26% | -10.89%-5.4pp | 35.95%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,089 | $2,154-49.4% | $2,837-61.6% | $2,545-57.2% |
| Participant deferral / active EE | $1,619 | $4,102-60.5% | $4,656-65.2% | $4,238-61.8% |
| Admin fee / account holder | $45 | $642-92.9% | $7,493-99.4% | $594-92.3% |