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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $7,542 |
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL, LLC Service code 26 4 MAIN STREET · LOS ALTOS, CA 94022 | Advisory (Participants) | $6,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,237 | $104,479-76.8% | $159,474-84.8% | $79,391-69.5% |
| Participation rate | 62.2% | 76.6%-14.4pp | 82.8%-20.6pp | 70.7%-8.5pp |
| Annual return | 16.80% | 67.98%-51.2pp | 263.68%-246.9pp | 116.88%-100.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,156 | $6,468-4.8% | $7,353-16.3% | $4,046+52.2% |
| Admin fee / account holder | $144 | $711-79.8% | $10,802-98.7% | $627-77.0% |