Filed October 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWINS FINANCIAL2+ years Service code 27 203 REDWOOD SHORES PKWY #550, · REDWOOD CITY, CA 94065 | Advisory (Plan) | $93,862 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $73,452 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $14,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,051 | $46,173+95.0% | $170,442-47.2% | $69,631+29.3% |
| Participation rate | 73.7% | 63.9%+9.8pp | 83.6%-9.9pp | 70.7%+3.0pp |
| Annual return | 15.19% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $2,121 | $1,610+31.8% | $5,433-61.0% | $2,032+4.4% |
| Participant deferral / active EE | $3,437 | $2,080+65.2% | $4,939-30.4% | $3,224+6.6% |
| Admin fee / account holder | $306 | $116+164.0% | $13,880-97.8% | $110+177.2% |