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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $48,911 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,642 | $122,051-75.7% | $184,185-83.9% | $74,400-60.2% |
| Participation rate | 51.8% | 85.5%-33.7pp | 86.8%-35.0pp | 67.2%-15.4pp |
| Annual return | 16.02% | 19.91%-3.9pp | 28.81%-12.8pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,426-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,176 | $7,146-55.6% | $9,132-65.2% | $4,348-27.0% |
| Admin fee / account holder | $189 | $1,258-85.0% | $13,909-98.6% | $1,944-90.3% |