Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $56,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,973 | $54,390-57.8% | $117,039-80.4% | $69,631-67.0% |
| Participation rate | 66.4% | 58.5%+7.8pp | 77.2%-10.8pp | 70.7%-4.3pp |
| Annual return | 14.12% | 18.33%-4.2pp | 18.95%-4.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $347 | $1,357-74.4% | $3,785-90.8% | $2,032-82.9% |
| Participant deferral / active EE | $1,186 | $2,076-42.9% | $3,929-69.8% | $3,224-63.2% |
| Admin fee / account holder | $130 | $98+32.5% | $5,974-97.8% | $110+17.3% |