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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE, SUITE 100 · FOLSOM, CA 95630 | Contract Administrator | $7,740 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,505 | $80,753-44.9% | $136,298-67.3% | $62,293-28.6% |
| Participation rate | 23.3% | 73.5%-50.2pp | 81.9%-58.6pp | 69.5%-46.2pp |
| Annual return | 15.68% | 35.83%-20.2pp | 5156.27%-5140.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,886 | $5,164-63.5% | $6,247-69.8% | $3,169-40.5% |
| Admin fee / account holder | $117 | $525-77.7% | $9,244-98.7% | $479-75.5% |