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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,653 |
ALLWORTH FINANCIAL3 years Filed as: ALLWORTH FINANCIAL, LP Service code 27 340 PALLADIO PARKWAY, STE 501 · FOLSOM, CA 95630 | Advisory (Plan) | $17,406 |
LANTAN AND ASSOCIATES2 years Service code 10 700 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,217 | $29,051-20.1% | $52,425-55.7% | $67,986-65.9% |
| Participation rate | 69.7% | 30.4%+39.3pp | 55.6%+14.1pp | 57.2%+12.5pp |
| Annual return | 2.86% | 24.00%-21.1pp | 302.12%-299.3pp | 31.67%-28.8pp |
| Employer contribution / active EE | $1,357 | $412+229.6% | $914+48.5% | $2,019-32.8% |
| Participant deferral / active EE | $0 | $873-100.0% | $1,790-100.0% | $3,358-100.0% |
| Admin fee / account holder | $288 | $2,113-86.4% | $2,495-88.5% | $3,203-91.0% |