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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $120,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,266 | $73,034-58.6% | $76,872-60.6% | $80,157-62.2% |
| Participation rate | 53.6% | 78.1%-24.6pp | 69.6%-16.0pp | 72.9%-19.4pp |
| Annual return | 15.25% | 18.56%-3.3pp | 37.90%-22.7pp | 40.39%-25.1pp |
| Employer contribution / active EE | $1,164 | $2,779-58.1% | $2,533-54.0% | $2,977-60.9% |
| Participant deferral / active EE | $1,939 | $4,140-53.2% | $3,832-49.4% | $5,015-61.3% |
| Admin fee / account holder | $136 | $104+31.6% | $5,476-97.5% | $145-5.9% |