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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: PORTICO WEALTH ADVISORS Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $10,121 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $6,936 |
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 | $14,418 | $75,962-81.0% | $154,111-90.6% | $64,173-77.5% |
| Participation rate | 95.7% | 70.4%+25.3pp | 83.0%+12.7pp | 69.6%+26.1pp |
| Annual return | -7.36% | 30.32%-37.7pp | 735.18%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,768 | $3,350-17.4% | $5,298-47.8% | $2,381+16.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $136 | $5,589-97.6% | $13,411-99.0% | $4,887-97.2% |