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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 82-1818132 100 N. BARRANCA ST. · WEST COVINA, CA 91791 | Discretionary Trustee | $14,019 |
Filed as: TRANSITION FINANCIAL STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN RD. · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $13,431 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT VALUATIONS, INC. Service code 34 23 CORPORATE PLAZA DR. · NEWPORT BEACH, CA 92660 | Valuation (appraisals, etc.) | $10,037 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH AND BROWN Service code 13 601 CALIFORNIA STREET 18TH FLOOR · SAN FRANCISCO, CA 94108 | Contract Administrator | $8,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,516 | $101,499-46.3% | $147,005-62.9% | $74,546-26.9% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 7.73% | 8732.34%-8724.6pp | 418.76%-411.0pp | 1366.03%-1358.3pp |
| Employer contribution / active EE | $2,435 | $3,811-36.1% | $4,934-50.7% | $2,624-7.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $321 | $1,748-81.6% | $13,006-97.5% | $1,944-83.5% |