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| Provider | Service type | Compensation |
|---|---|---|
LEPPLA CAPITAL MANAGEMENT LLC5+ years Service code 27 440 DAVIS COURT · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $41,575 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,328 | $64,612-60.8% | $86,439-70.7% | $64,814-60.9% |
| Participation rate | 65.5% | 81.5%-15.9pp | 80.3%-14.8pp | 71.5%-6.0pp |
| Annual return | -2.56% | 0.66%-3.2pp | 4395.55%-4398.1pp | 32.84%-35.4pp |
| Employer contribution / active EE | $2,068 | $2,744-24.6% | $3,769-45.1% | $2,507-17.5% |
| Participant deferral / active EE | $3,894 | $7,497-48.1% | $6,952-44.0% | $4,310-9.7% |
| Admin fee / account holder | $119 | $169-29.7% | $6,732-98.2% | $188-36.7% |