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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 | Recordkeeping fees; Participant loan ... | $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 | $81,331+34.4% | $155,534-29.7% | $80,935+35.1% |
| Participation rate | 98.2% | 66.3%+31.9pp | 78.2%+20.0pp | 67.7%+30.5pp |
| Annual return | 12.06% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $9,692 | $3,105+212.2% | $4,675+107.3% | $2,757+251.6% |
| Participant deferral / active EE | $7,523 | $3,454+117.8% | $5,630+33.6% | $4,299+75.0% |
| Admin fee / account holder | $279 | $7,999-96.5% | $15,900-98.2% | $6,924-96.0% |