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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,337 |
PISENTI & BRINKER LLP8 years Service code 10 · EIN 94-1585562 3562 ROUND BARN CIRCLE · SANTA ROSA, CA 95403 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,554 | $59,417-35.1% | $93,606-58.8% | $74,495-48.2% |
| Participation rate | 83.3% | 59.7%+23.7pp | 68.7%+14.6pp | 67.2%+16.1pp |
| Annual return | 9.99% | 81.83%-71.8pp | 133.20%-123.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,372 | $1,264+8.6% | $2,420-43.3% | $2,623-47.7% |
| Participant deferral / active EE | $2,059 | $3,050-32.5% | $4,411-53.3% | $4,346-52.6% |
| Admin fee / account holder | $330 | $3,021-89.1% | $8,285-96.0% | $1,942-83.0% |