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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $17,057 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 805 AEROVISTA PL · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $15,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,891 | $55,453-22.7% | $170,442-74.8% | $62,292-31.1% |
| Participation rate | 51.4% | 66.4%-15.0pp | 83.6%-32.2pp | 69.5%-18.2pp |
| Annual return | 12.29% | 21.38%-9.1pp | 205.93%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,589 | $2,164-26.6% | $5,433-70.8% | $2,042-22.2% |
| Participant deferral / active EE | $2,033 | $2,303-11.7% | $4,939-58.8% | $3,169-35.8% |
| Admin fee / account holder | $254 | $455-44.2% | $13,880-98.2% | $479-47.1% |