Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,457 |
HANSON BRIDGETT LLP4+ years Filed as: HANSON MCCLAIN Service code 26 8775 FOLSOM BLVD, STE 100 · SACRAMENTO, CA 95826 | Advisory (Participants) | $12,382 |
BUCKLEY PATCHEN3 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,425 | $31,679-51.3% | $74,722-79.4% | $65,185-76.3% |
| Participation rate | 62.7% | 40.4%+22.3pp | 54.5%+8.2pp | 70.2%-7.5pp |
| Annual return | 4.97% | 39.04%-34.1pp | 753.11%-748.1pp | 29.38%-24.4pp |
| Employer contribution / active EE | $1,333 | $566+135.6% | $1,084+23.0% | $2,177-38.7% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,963-100.0% | $3,514-100.0% |
| Admin fee / account holder | $160 | $379-57.9% | $3,335-95.2% | $847-81.2% |