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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $122,190 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPLANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,297 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,695 | $77,197-57.6% | $86,615-62.3% | $93,010-64.8% |
| Participation rate | 48.1% | 78.2%-30.1pp | 71.6%-23.6pp | 73.9%-25.8pp |
| Annual return | 10.56% | 16.31%-5.8pp | 63.51%-53.0pp | 158.70%-148.1pp |
| Employer contribution / active EE | $949 | $2,514-62.2% | $2,496-62.0% | $2,705-64.9% |
| Participant deferral / active EE | $1,502 | $3,831-60.8% | $3,699-59.4% | $4,561-67.1% |
| Admin fee / account holder | $170 | $105+62.1% | $5,830-97.1% | $152+12.1% |