Filed November 25, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $575 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,083 | $70,083+62.8% | $59,883+90.5% | $55,725+104.7% |
| Participation rate | 53.9% | 78.4%-24.4pp | 74.7%-20.8pp | 70.9%-16.9pp |
| Annual return | 9.06% | 3.13%+5.9pp | 3.46%+5.6pp | 244.93%-235.9pp |
| Employer contribution / active EE | $2,214 | $2,878-23.1% | $2,722-18.7% | $2,078+6.5% |
| Participant deferral / active EE | $3,769 | $3,079+22.4% | $3,402+10.8% | $3,356+12.3% |
| Admin fee / account holder | $3 | $70-96.2% | $3,591-99.9% | $115-97.7% |