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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT3+ years Service code 27 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $17,531 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,353 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $7,012 |
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 | $58,142 | $48,064+21.0% | $78,778-26.2% | $69,631-16.5% |
| Participation rate | 32.0% | 61.6%-29.5pp | 69.2%-37.1pp | 70.7%-38.6pp |
| Annual return | 16.74% | 21.81%-5.1pp | 35.62%-18.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $208 | $744-72.1% | $1,986-89.5% | $2,032-89.8% |
| Participant deferral / active EE | $2,147 | $2,079+3.2% | $2,958-27.4% | $3,224-33.4% |
| Admin fee / account holder | $109 | $152-28.3% | $5,134-97.9% | $110-1.3% |