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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $21,272 |
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $19,313 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,741 | $79,223-24.6% | $102,460-41.7% | $74,478-19.8% |
| Participation rate | 77.2% | 74.8%+2.5pp | 76.5%+0.7pp | 67.2%+10.0pp |
| Annual return | 24.30% | 54.98%-30.7pp | 29.47%-5.2pp | 1370.56%-1346.3pp |
| Employer contribution / active EE | $3,220 | $2,363+36.3% | $3,025+6.4% | $2,626+22.6% |
| Participant deferral / active EE | $7,117 | $4,417+61.1% | $5,056+40.8% | $4,350+63.6% |
| Admin fee / account holder | $303 | $2,003-84.9% | $9,460-96.8% | $1,946-84.4% |