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 |
|---|---|---|
KARP CAPITAL MANAGEMENT1+ years Service code 55 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Other Commissions | $13,133 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 2001 N MAIN STREET · WALNUT CREEK, CA 945967254 | Contract Administrator | $5,253 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,072 | $33,745+27.6% | $64,105-32.8% | $55,191-22.0% |
| Participation rate | 28.2% | 59.4%-31.2pp | 68.2%-40.0pp | 69.2%-41.0pp |
| Annual return | -0.68% | 4.95%-5.6pp | 791.24%-791.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $166 | $641-74.1% | $1,820-90.9% | $1,899-91.3% |
| Participant deferral / active EE | $1,717 | $1,929-11.0% | $2,822-39.1% | $3,046-43.6% |
| Admin fee / account holder | $5 | $94-94.4% | $4,499-99.9% | $91-94.2% |