Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $109,356 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $62,572 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 2050 MAIN STREET · IRVIN, CA 92614 | Advisory (Plan) | $12,083 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,717 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,909 | $50,815-64.8% | $155,509-88.5% | $77,643-76.9% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 15.33% | 34.80%-19.5pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,541 | $1,993-22.7% | $4,672-67.0% | $2,726-43.5% |
| Participant deferral / active EE | $3,027 | $2,822+7.2% | $5,626-46.2% | $4,647-34.9% |
| Admin fee / account holder | $149 | $437-65.9% | $15,912-99.1% | $430-65.4% |