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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,202 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,143 | $38,969+44.1% | $109,313-48.6% | $55,167+1.8% |
| Participation rate | 17.9% | 58.2%-40.4pp | 71.3%-53.4pp | 69.0%-51.1pp |
| Annual return | 8.57% | 8.26%+0.3pp | 22.07%-13.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $575 | $1,227-53.1% | $3,892-85.2% | $1,963-70.7% |
| Participant deferral / active EE | $1,299 | $2,176-40.3% | $3,166-59.0% | $3,054-57.5% |
| Admin fee / account holder | $93 | $501-81.5% | $5,666-98.4% | $504-81.6% |