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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 95-4652674 35 IRON POINT CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Recordkeeping | $0 |
Filed as: SAGEVIEW Service code 27 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,530 | $73,638-12.4% | $108,410-40.5% | $79,393-18.7% |
| Participation rate | 48.9% | 77.4%-28.5pp | 80.1%-31.3pp | 70.7%-21.8pp |
| Annual return | 13.55% | 33.27%-19.7pp | 905.34%-891.8pp | 116.87%-103.3pp |
| Employer contribution / active EE | $559 | $2,397-76.7% | $3,558-84.3% | $2,428-77.0% |
| Participant deferral / active EE | $2,039 | $6,218-67.2% | $6,562-68.9% | $4,046-49.6% |
| Admin fee / account holder | $432 | $638-32.4% | $7,296-94.1% | $627-31.1% |