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| Provider | Service type | Compensation |
|---|---|---|
CK FINANCIAL LLC1 year Filed as: M2 FINANCIAL LLC Service code 27 27441 TOURNEY RD · VALENCIA, CA 91355 | Advisory (Plan) | $36,549 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,254 |
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 | $72,322 | $55,437+30.5% | $155,534-53.5% | $74,459-2.9% |
| Participation rate | 99.1% | 61.9%+37.3pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 14.76% | 269.58%-254.8pp | 64.92%-50.2pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $2,220 | $2,266-2.1% | $4,675-52.5% | $2,626-15.5% |
| Participant deferral / active EE | $6,140 | $2,837+116.4% | $5,630+9.1% | $4,350+41.2% |
| Admin fee / account holder | $418 | $1,742-76.0% | $15,900-97.4% | $1,945-78.5% |