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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $10,650 |
Filed as: PORTICO WEALTH ADVISOR Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $10,533 |
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 | $16,407 | $85,169-80.7% | $172,755-90.5% | $72,983-77.5% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 21.40% | 27.32%-5.9pp | 802.94%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,872 | $3,324-13.6% | $5,144-44.2% | $2,440+17.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $149 | $5,880-97.5% | $13,955-98.9% | $5,124-97.1% |