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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,613 | $75,832-22.7% | $147,617-60.3% | $59,633-1.7% |
| Participation rate | 40.3% | 71.6%-31.2pp | 84.6%-44.3pp | 68.7%-28.3pp |
| Annual return | 3.49% | 0.37%+3.1pp | 61.98%-58.5pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $340 | $3,485-90.2% | $5,564-93.9% | $2,203-84.5% |
| Participant deferral / active EE | $1,814 | $3,131-42.1% | $4,895-62.9% | $3,192-43.2% |
| Admin fee / account holder | $104 | $5,986-98.3% | $11,612-99.1% | $4,297-97.6% |