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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) | $16,458 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $14,362 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $7,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,816 | $77,920+1.1% | $149,723-47.4% | $75,177+4.8% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 16.08% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $8,893 | $3,138+183.4% | $4,821+84.5% | $2,671+232.9% |
| Participant deferral / active EE | $6,485 | $3,411+90.1% | $5,682+14.1% | $4,126+57.2% |
| Admin fee / account holder | $253 | $5,951-95.7% | $13,215-98.1% | $5,651-95.5% |