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| Provider | Service type | Compensation |
|---|---|---|
PREMIER FINANCIAL GROUP5 years Service code 27 · EIN 68-0150543 725 6TH STREET · EUREKA, CA 95501 | Advisory (Plan) | $10,736 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 1350 TREAT BOULEVARD · WALNUT CREEK, CA 94597 | Recordkeeping | $6,039 |
PEERY & ASSOCIATES, INC.4 years Service code 13 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $4,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,242 | $36,904-64.1% | $158,223-91.6% | $65,191-79.7% |
| Participation rate | 74.5% | 62.1%+12.4pp | 79.2%-4.7pp | 63.0%+11.5pp |
| Annual return | 12.34% | 24.43%-12.1pp | 52.09%-39.8pp | 51.24%-38.9pp |
| Employer contribution / active EE | $759 | $1,489-49.0% | $4,109-81.5% | $2,400-68.4% |
| Participant deferral / active EE | $2,161 | $1,936+11.6% | $5,467-60.5% | $2,671-19.1% |
| Admin fee / account holder | $76 | $793-90.4% | $16,047-99.5% | $907-91.6% |