Filed October 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CCR WEALTH MANAGEMENT3 years Service code 27 200 NORTH SEPULVEDA BOULEVARD · EL SEGUNDO, CA 90245 | Advisory (Plan) | $26,675 |
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $26,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,659 | $62,928-46.5% | $172,739-80.5% | $67,579-50.2% |
| Participation rate | 35.9% | 64.5%-28.6pp | 82.6%-46.7pp | 71.3%-35.4pp |
| Annual return | 47.82% | 30.36%+17.5pp | 802.84%-755.0pp | 378.56%-330.7pp |
| Employer contribution / active EE | $878 | $1,636-46.4% | $5,143-82.9% | $2,148-59.1% |
| Participant deferral / active EE | $2,527 | $2,145+17.8% | $5,198-51.4% | $3,539-28.6% |
| Admin fee / account holder | $160 | $167-3.8% | $13,954-98.9% | $142+12.7% |