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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $37,316 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,812 | $89,225-73.3% | $133,698-82.2% | $74,478-68.0% |
| Participation rate | 65.2% | 69.4%-4.3pp | 76.4%-11.3pp | 67.2%-2.1pp |
| Annual return | 13.90% | 22.76%-8.9pp | 580.90%-567.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,084 | $4,597-32.9% | $7,016-56.0% | $4,350-29.1% |
| Admin fee / account holder | $175 | $1,545-88.7% | $6,703-97.4% | $1,946-91.0% |