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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH PIER FIDUCIARY MGMT. Service code 26 4315 S SEPULVEDA BLVD · LOS ANGELES, CA 90034 | Advisory (Participants) | $15,001 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $11,849 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $8,307 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,345 | $81,276+34.5% | $155,574-29.7% | $80,925+35.1% |
| Participation rate | 98.2% | 66.2%+31.9pp | 78.2%+20.0pp | 67.7%+30.5pp |
| Annual return | 12.06% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $9,692 | $3,103+212.3% | $4,676+107.3% | $2,756+251.6% |
| Participant deferral / active EE | $7,523 | $3,453+117.9% | $5,629+33.6% | $4,299+75.0% |
| Admin fee / account holder | $279 | $7,993-96.5% | $15,914-98.2% | $6,940-96.0% |