Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,325 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $18,148 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,316 | $47,163-63.3% | $149,696-88.4% | $74,460-76.7% |
| Participation rate | 94.6% | 63.4%+31.1pp | 78.8%+15.8pp | 70.7%+23.8pp |
| Annual return | 5.80% | 22.75%-17.0pp | 134.46%-128.7pp | 34.38%-28.6pp |
| Employer contribution / active EE | $433 | $1,907-77.3% | $4,821-91.0% | $2,638-83.6% |
| Participant deferral / active EE | $857 | $2,730-68.6% | $5,682-84.9% | $4,530-81.1% |
| Admin fee / account holder | $36 | $343-89.4% | $13,212-99.7% | $348-89.6% |