See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CANTOR FITZGERALD1 year Filed as: CANTOR FITZGERALD INVESTMENTADVISOR Service code 26 4180 LA JOLLA VILLIAGE DR. · LA JOLLY, CA 92037 | Advisory (Participants) | $16,109 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,226 | $65,435-70.6% | $86,677-77.8% | $66,914-71.3% |
| Participation rate | 63.0% | 75.5%-12.5pp | 76.6%-13.6pp | 69.8%-6.8pp |
| Annual return | -16.04% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $330 | $2,153-84.7% | $2,836-88.4% | $2,544-87.0% |
| Participant deferral / active EE | $2,412 | $4,100-41.2% | $4,656-48.2% | $4,237-43.1% |
| Admin fee / account holder | $303 | $642-52.8% | $7,493-96.0% | $593-49.0% |