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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS4 years Service code 26 11601 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Advisory (Participants) | $50,029 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,922 | $110,083-24.7% | $151,639-45.3% | $68,486+21.1% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | -18.44% | -10.12%-8.3pp | 3.34%-21.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,547 | $6,526+122.9% | $8,363+73.9% | $4,028+261.2% |
| Admin fee / account holder | $520 | $7,718-93.3% | $11,613-95.5% | $5,404-90.4% |