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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Contract Administrator | $5,699 |
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).
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 | $60,056 | $89,652-33.0% | $141,191-57.5% | $65,185-7.9% |
| Participation rate | 17.6% | 74.7%-57.1pp | 82.5%-64.9pp | 70.2%-52.6pp |
| Annual return | 21.11% | 32.79%-11.7pp | 71.41%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,113 | $5,691-62.9% | $6,710-68.5% | $3,514-39.9% |
| Admin fee / account holder | $95 | $569-83.3% | $10,264-99.1% | $847-88.8% |