Filed October 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,004 |
CCR WEALTH MANAGEMENT2 years Service code 27 200 NORTH SEPULVEDA BOULEVARD · EL SEGUNDO, CA 90245 | Advisory (Plan) | $12,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,770 | $37,196-36.1% | $154,111-84.6% | $55,725-57.3% |
| Participation rate | 37.0% | 64.1%-27.1pp | 83.0%-46.0pp | 70.9%-33.9pp |
| Annual return | 58.95% | 1319.68%-1260.7pp | 735.18%-676.2pp | 244.93%-186.0pp |
| Employer contribution / active EE | $696 | $1,614-56.9% | $5,298-86.9% | $2,078-66.5% |
| Participant deferral / active EE | $2,169 | $2,068+4.9% | $5,081-57.3% | $3,356-35.4% |
| Admin fee / account holder | $106 | $102+4.2% | $13,411-99.2% | $115-8.1% |