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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,468 | $53,901+15.9% | $134,155-53.4% | $73,493-15.0% |
| Participation rate | 28.0% | 62.8%-34.9pp | 72.2%-44.2pp | 70.7%-42.7pp |
| Annual return | 14.43% | 15.82%-1.4pp | 36.34%-21.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $843 | $1,458-42.2% | $3,705-77.2% | $2,270-62.9% |
| Participant deferral / active EE | $2,499 | $2,739-8.7% | $3,500-28.6% | $3,740-33.2% |
| Admin fee / account holder | $96 | $581-83.5% | $6,685-98.6% | $513-81.3% |