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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 | $36,002-63.2% | $161,489-91.8% | $64,728-79.5% |
| Participation rate | 74.5% | 57.4%+17.1pp | 78.7%-4.2pp | 57.9%+16.6pp |
| Annual return | 12.34% | 33.93%-21.6pp | 89.72%-77.4pp | 49.38%-37.0pp |
| Employer contribution / active EE | $759 | $1,380-45.0% | $4,268-82.2% | $2,243-66.2% |
| Participant deferral / active EE | $2,161 | $1,815+19.1% | $5,630-61.6% | $2,729-20.8% |
| Admin fee / account holder | $76 | $931-91.8% | $16,006-99.5% | $1,145-93.3% |