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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,911 |
ASCENSUS LLC5 years Filed as: PORTICO WEALTH ADVISORS Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $7,551 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,331 | $58,895-74.0% | $178,503-91.4% | $73,497-79.1% |
| Participation rate | 81.3% | 66.2%+15.1pp | 81.9%-0.6pp | 70.7%+10.6pp |
| Annual return | 16.44% | 24.86%-8.4pp | 151.12%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,438 | $2,567+33.9% | $5,202-33.9% | $3,740-8.1% |
| Admin fee / account holder | $125 | $400-68.8% | $13,987-99.1% | $513-75.7% |