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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $18,088 |
DOUBLE BAY MANAGEMENT & PLANNING1+ years Filed as: DOUBLE DAY MANAGEMENT & PLANNING Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $16,687 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,247 | $57,921-58.1% | $84,750-71.4% | $57,658-57.9% |
| Participation rate | 66.3% | 72.9%-6.7pp | 76.6%-10.3pp | 70.2%-4.0pp |
| Annual return | -2.17% | 10.24%-12.4pp | 22.78%-24.9pp | 5.13%-7.3pp |
| Employer contribution / active EE | $200 | $2,598-92.3% | $3,574-94.4% | $1,974-89.9% |
| Participant deferral / active EE | $983 | $2,742-64.2% | $3,712-73.5% | $3,061-67.9% |
| Admin fee / account holder | $67 | $130-48.2% | $5,332-98.7% | $95-29.0% |