Filed February 10, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,418 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,724 |
MAILLIE LLP1 year Service code 10 · EIN 23-1518888 | Accounting | $23,225 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,282 | $104,829+62.4% | $142,942+19.1% | $79,634+113.8% |
| Participation rate | 61.4% | 66.2%-4.8pp | 76.8%-15.4pp | 62.5%-1.1pp |
| Annual return | 14.25% | 15.48%-1.2pp | 113.70%-99.5pp | 36.46%-22.2pp |
| Employer contribution / active EE | $4,986 | $3,867+28.9% | $4,139+20.5% | $2,529+97.1% |
| Participant deferral / active EE | $7,221 | $5,222+38.3% | $7,128+1.3% | $3,835+88.3% |
| Admin fee / account holder | $563 | $887-36.5% | $12,475-95.5% | $1,002-43.8% |