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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT2+ years Service code 27 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $14,353 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 2001 N MAIN STREET · WALNUT CREEK, CA 945967254 | Contract Administrator | $5,741 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $569 |
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 | $54,497 | $37,044+47.1% | $71,796-24.1% | $57,658-5.5% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.1%-40.5pp | 70.2%-41.7pp |
| Annual return | 9.59% | 12.64%-3.1pp | 78.04%-68.5pp | 5.13%+4.5pp |
| Employer contribution / active EE | $171 | $720-76.3% | $1,924-91.1% | $1,974-91.4% |
| Participant deferral / active EE | $1,766 | $1,974-10.6% | $2,794-36.8% | $3,061-42.3% |
| Admin fee / account holder | $5 | $101-94.9% | $4,815-99.9% | $95-94.6% |