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 |
|---|---|---|
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 | Sub-transfer agency fees; Claims proc... | $11,849 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $8,307 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,345 | $81,233+34.6% | $155,567-29.7% | $80,874+35.2% |
| Participation rate | 98.2% | 66.2%+31.9pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 12.06% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $9,692 | $3,101+212.6% | $4,674+107.4% | $2,756+251.7% |
| Participant deferral / active EE | $7,523 | $3,452+117.9% | $5,628+33.7% | $4,297+75.1% |
| Admin fee / account holder | $279 | $7,998-96.5% | $15,916-98.2% | $6,935-96.0% |