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| Provider | Service type | Compensation |
|---|---|---|
PATRICK ROBINSON1 year Service code 27 1130 S FLOWER STREET · LOS ANGELES, CA 90015 | Advisory (Plan) | $10,322 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $5,821 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,441 | $100,060-65.6% | $149,721-77.0% | $70,126-50.9% |
| Participation rate | 85.9% | 83.6%+2.3pp | 87.1%-1.2pp | 69.5%+16.3pp |
| Annual return | 15.02% | 27.46%-12.4pp | 1501.67%-1486.7pp | 73.15%-58.1pp |
| Employer contribution / active EE | $3,703 | $3,661+1.1% | $5,444-32.0% | $2,343+58.1% |
| Participant deferral / active EE | $8,712 | $4,982+74.9% | $6,568+32.6% | $3,332+161.5% |
| Admin fee / account holder | $119 | $8,285-98.6% | $11,282-98.9% | $4,645-97.4% |