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| Provider | Service type | Compensation |
|---|---|---|
ALLWORTH FINANCIAL2 years Filed as: ALLWORTH FINANCIAL, LP Service code 26 340 PALLADIO PARKWAY, · FOLSOM, CA 95630 | Advisory (Participants) | $23,953 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,975 | $76,669-47.9% | $96,520-58.6% | $71,495-44.1% |
| Participation rate | 57.2% | 66.6%-9.3pp | 74.3%-17.1pp | 67.9%-10.7pp |
| Annual return | 14.09% | 48.29%-34.2pp | 35.72%-21.6pp | 28.85%-14.8pp |
| Employer contribution / active EE | $3,432 | $3,031+13.2% | $3,739-8.2% | $2,589+32.5% |
| Participant deferral / active EE | $2,901 | $3,771-23.1% | $4,879-40.5% | $4,291-32.4% |
| Admin fee / account holder | $305 | $2,028-85.0% | $6,733-95.5% | $1,588-80.8% |