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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS3 years Service code 27 · EIN 35-2467663 11601 WILSHIRE BLVD. · LOS ANGELES, CA 90025 | Advisory (Plan) | $61,566 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $45,824 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,502 | $52,293-26.4% | $178,499-78.4% | $73,412-47.6% |
| Participation rate | 61.8% | 65.3%-3.6pp | 81.9%-20.1pp | 72.2%-10.4pp |
| Annual return | 10.90% | 34.75%-23.8pp | 151.10%-140.2pp | 59.30%-48.4pp |
| Employer contribution / active EE | $755 | $1,735-56.5% | $5,011-84.9% | $2,234-66.2% |
| Participant deferral / active EE | $2,222 | $2,332-4.7% | $5,202-57.3% | $3,806-41.6% |
| Admin fee / account holder | $240 | $127+88.4% | $13,986-98.3% | $158+51.9% |