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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,329 |
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.
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 | $42,554 | $62,686-32.1% | $178,540-76.2% | $77,736-45.3% |
| Participation rate | 40.8% | 66.9%-26.1pp | 77.1%-36.3pp | 70.6%-29.8pp |
| Annual return | 13.12% | 16.16%-3.0pp | 27.15%-14.0pp | 31.26%-18.1pp |
| Employer contribution / active EE | $814 | $1,914-57.5% | $3,953-79.4% | $2,728-70.2% |
| Participant deferral / active EE | $1,523 | $4,224-63.9% | $6,281-75.8% | $4,651-67.3% |
| Admin fee / account holder | $47 | $386-87.8% | $10,424-99.5% | $433-89.1% |