Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,884 |
THREE BELL CAPITAL LLC3 years Filed as: THREE BELL CAPITAL, LLC Service code 26 4 MAIN STREET · LOS ALTOS, CA 94022 | Advisory (Participants) | $6,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,515 | $84,499-84.0% | $125,391-89.2% | $66,949-79.8% |
| Participation rate | 62.2% | 76.4%-14.2pp | 82.4%-20.2pp | 69.8%-7.6pp |
| Annual return | -17.53% | -8.49%-9.0pp | 572.41%-589.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,925 | $6,785-56.9% | $7,448-60.7% | $4,239-31.0% |
| Admin fee / account holder | $147 | $685-78.5% | $10,009-98.5% | $594-75.2% |