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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $30,667 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,044 | $29,507-96.5% | $56,025-98.1% | $77,762-98.7% |
| Participation rate | 52.0% | 32.7%+19.2pp | 52.5%-0.5pp | 70.6%-18.6pp |
| Annual return | 42.13% | 18.90%+23.2pp | 1712.69%-1670.6pp | 31.27%+10.9pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $228 | $1,062-78.5% | $1,955-88.3% | $4,651-95.1% |
| Admin fee / account holder | $63 | $1,041-94.0% | $2,828-97.8% | $433-85.5% |