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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,804 |
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.
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 | $9,341 | $86,940-89.3% | $102,434-90.9% | $80,935-88.5% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.7%+2.0pp |
| Annual return | 13.16% | 18.89%-5.7pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,557 | $2,370-34.3% | $3,023-48.5% | $2,757-43.5% |
| Participant deferral / active EE | $2,981 | $4,121-27.7% | $5,055-41.0% | $4,299-30.7% |
| Admin fee / account holder | $67 | $8,047-99.2% | $9,462-99.3% | $6,924-99.0% |