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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,629 |
ASCENSUS LLC6 years Filed as: PORTICO WEALTH ADVISORS Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $8,633 |
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 | $17,804 | $61,166-70.9% | $185,849-90.4% | $79,391-77.6% |
| Participation rate | 77.0% | 66.6%+10.4pp | 81.7%-4.7pp | 70.7%+6.3pp |
| Annual return | 12.89% | 19.45%-6.6pp | 122.10%-109.2pp | 116.88%-104.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,641 | $2,789+30.6% | $5,569-34.6% | $4,046-10.0% |
| Admin fee / account holder | $145 | $710-79.6% | $16,244-99.1% | $627-76.9% |