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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,212 |
HANSON BRIDGETT LLP3+ years Filed as: HANSON MCCLAIN Service code 27 8775 FOLSOM BLVD, STE 100 · SACRAMENTO, CA 95826 | Advisory (Plan) | $12,074 |
BUCKLEY PATCHEN2 years Service code 10 2890 NORTH MAIN STREET STE 200 · WALNUT CREEK, CA 94597 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,024 | $28,109-53.7% | $71,086-81.7% | $56,287-76.9% |
| Participation rate | 67.7% | 40.4%+27.3pp | 54.7%+13.1pp | 69.9%-2.1pp |
| Annual return | 2.54% | -615.05%+617.6pp | 650.59%-648.0pp | -9.96%+12.5pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,874-100.0% | $3,350-100.0% |
| Admin fee / account holder | $199 | $585-65.9% | $3,082-93.5% | $521-61.7% |