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| Provider | Service type | Compensation |
|---|---|---|
PORTICO WEALTH MANAGEMENT2 years Filed as: PORTICO WEALTH ADVISOR Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $11,916 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $10,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,214 | $91,179-81.1% | $178,499-90.4% | $79,852-78.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.15% | 24.19%-10.0pp | 151.10%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $2,544 | $3,256-21.9% | $5,011-49.2% | $2,471+2.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $138 | $6,749-98.0% | $13,986-99.0% | $5,306-97.4% |