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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,715 |
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.
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 | $69,433 | $241,850-71.3% | $102,412-32.2% | $199,960-65.3% |
| Participation rate | 55.9% | 78.3%-22.4pp | 74.5%-18.6pp | 72.0%-16.1pp |
| Annual return | 13.00% | 17.67%-4.7pp | 24.94%-11.9pp | 34.28%-21.3pp |
| Employer contribution / active EE | $3,342 | $4,253-21.4% | $3,870-13.6% | $3,036+10.1% |
| Participant deferral / active EE | $619 | $3,961-84.4% | $5,060-87.8% | $5,087-87.8% |
| Admin fee / account holder | $2 | $288-99.1% | $8,388-100.0% | $269-99.1% |