Filed April 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KWB WEALTH4 years Service code 27 1782 ORANGE TREE LANE · REDLANDS, CA 92374 | Advisory (Plan) | $61,680 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $43,628 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $10,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,666 | $50,820+94.1% | $155,567-36.6% | $77,671+27.0% |
| Participation rate | 84.2% | 63.1%+21.1pp | 78.2%+6.0pp | 70.6%+13.7pp |
| Annual return | 15.85% | 34.85%-19.0pp | 64.74%-48.9pp | 31.21%-15.4pp |
| Employer contribution / active EE | $5,819 | $1,993+192.0% | $4,674+24.5% | $2,726+113.4% |
| Participant deferral / active EE | $3,480 | $2,823+23.3% | $5,628-38.2% | $4,648-25.1% |
| Admin fee / account holder | $282 | $436-35.3% | $15,916-98.2% | $430-34.4% |