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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC4 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC 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 | $101,591-46.3% | $147,096-62.9% | $74,429-26.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 7.73% | 8746.45%-8738.7pp | 419.75%-412.0pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $2,435 | $3,813-36.1% | $4,936-50.7% | $2,625-7.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $321 | $1,750-81.7% | $13,005-97.5% | $1,944-83.5% |