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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $51,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,337 | $56,540-30.4% | $185,851-78.8% | $86,821-54.7% |
| Participation rate | 45.0% | 65.5%-20.5pp | 81.7%-36.7pp | 72.3%-27.3pp |
| Annual return | 26.48% | 118.20%-91.7pp | 122.11%-95.6pp | 97.94%-71.5pp |
| Employer contribution / active EE | $1,004 | $1,844-45.6% | $5,168-80.6% | $2,406-58.3% |
| Participant deferral / active EE | $2,040 | $2,555-20.2% | $5,569-63.4% | $4,132-50.6% |
| Admin fee / account holder | $75 | $150-50.2% | $16,245-99.5% | $170-56.0% |