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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE, SUITE 100 · FOLSOM, CA 95630 | Contract Administrator | $26,267 |
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 28 1801 E CABRILLO BLVD · SANTA BARBARA, CA 93108 | Investment Management | $22,795 |
FIRST REPUBLIC INVESTMENT MGMT1+ years Service code 28 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Management | $18,600 |
PATRICK & BUZARELLOS1+ years Filed as: PATRICK & BUZARELLOS LLP Service code 10 · EIN 68-0197298 | Accounting | $7,000 |
RNC GENTER CAPITAL MANAGEMENT1+ years Filed as: RNC GENTER CAPITAL MGMT LLC Service code 28 11601 WILLSHIRE BLVD · LOS ANGELES, CA 90025 | Investment Management | $3,694 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,654 | $54,320+6.1% | $67,652-14.8% | $52,331+10.2% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.7%+16.2pp | 68.1%+23.7pp |
| Annual return | 0.28% | 6.81%-6.5pp | 6625.40%-6625.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $5,455 | $1,544+253.3% | $2,266+140.8% | $1,882+189.9% |
| Participant deferral / active EE | $430 | $2,950-85.4% | $3,560-87.9% | $3,022-85.8% |
| Admin fee / account holder | $332 | $527-36.9% | $4,821-93.1% | $592-43.8% |