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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,377 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,165 | $44,229-63.5% | $155,789-89.6% | $55,191-70.7% |
| Participation rate | 43.5% | 60.8%-17.3pp | 76.1%-32.6pp | 69.2%-25.7pp |
| Annual return | -0.42% | 0.37%-0.8pp | 71.54%-72.0pp | 10.78%-11.2pp |
| Employer contribution / active EE | $407 | $1,317-69.1% | $3,839-89.4% | $1,899-78.6% |
| Participant deferral / active EE | $903 | $2,851-68.3% | $4,798-81.2% | $3,046-70.4% |
| Admin fee / account holder | $32 | $86-63.0% | $7,477-99.6% | $91-64.9% |