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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $15,836 |
PORTICO WEALTH MANAGEMENT4 years Filed as: PORTICO WEALTH ADVISOR Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $10,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,886 | $73,839-73.1% | $143,788-86.2% | $68,495-71.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.03%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,291 | $3,184-28.0% | $4,952-53.7% | $2,596-11.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $191 | $5,755-96.7% | $14,675-98.7% | $5,403-96.5% |