Filed April 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KWB WEALTH3 years Service code 27 1782 ORANGE TREE LANE · REDLANDS, CA 92374 | Advisory (Plan) | $47,637 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $45,836 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $7,970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,926 | $47,135+92.9% | $149,717-39.3% | $74,440+22.1% |
| Participation rate | 80.2% | 63.4%+16.8pp | 78.8%+1.4pp | 70.7%+9.5pp |
| Annual return | 18.29% | 22.75%-4.5pp | 134.41%-116.1pp | 34.37%-16.1pp |
| Employer contribution / active EE | $5,718 | $1,906+200.0% | $4,820+18.6% | $2,638+116.8% |
| Participant deferral / active EE | $3,520 | $2,728+29.0% | $5,682-38.1% | $4,529-22.3% |
| Admin fee / account holder | $276 | $343-19.4% | $13,213-97.9% | $348-20.5% |