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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 825 GRAVENSTEIN HWY N. · SEBASTOPOL, CA 95472 | Accounting | $110,623 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $370,508 | $52,961+599.6% | $172,752+114.5% | $65,185+468.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.64% | 30.12%-9.5pp | 802.97%-782.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $33,771 | $2,190+1442.0% | $5,144+556.5% | $2,177+1451.5% |
| Participant deferral / active EE | $14,270 | $2,471+477.5% | $5,198+174.5% | $3,514+306.1% |
| Admin fee / account holder | $672 | $472+42.3% | $13,955-95.2% | $847-20.7% |