Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $34,412 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,163 | $36,916-31.8% | $156,551-83.9% | $57,658-56.4% |
| Participation rate | 47.2% | 63.4%-16.2pp | 84.0%-36.8pp | 70.2%-23.0pp |
| Annual return | 5.29% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,552 | $1,571-1.2% | $5,501-71.8% | $1,974-21.4% |
| Participant deferral / active EE | $1,213 | $1,926-37.0% | $4,871-75.1% | $3,061-60.4% |
| Admin fee / account holder | $131 | $82+58.2% | $13,028-99.0% | $95+38.1% |