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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS5 years Service code 26 11601 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Advisory (Participants) | $50,517 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,185 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,544 | $125,797-22.5% | $170,043-42.6% | $75,173+29.8% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 19.56% | 27.20%-7.6pp | 53.40%-33.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,174 | $6,838+121.9% | $10,410+45.8% | $4,126+267.7% |
| Admin fee / account holder | $492 | $8,177-94.0% | $12,824-96.2% | $5,651-91.3% |