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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $12,215 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 12 · EIN 27-2037969 35 IRON POINT CIRCLE SUITE 300 · FOLSOM, CA 95630 | Participant loan processing; Recordke... | $6,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,474 | $47,977-36.5% | $154,107-80.2% | $56,287-45.9% |
| Participation rate | 38.2% | 66.2%-28.0pp | 83.0%-44.9pp | 69.9%-31.7pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.12%-741.1pp | -9.96%+3.9pp |
| Employer contribution / active EE | $289 | $2,169-86.7% | $5,298-94.5% | $2,111-86.3% |
| Participant deferral / active EE | $675 | $2,392-71.8% | $5,081-86.7% | $3,350-79.9% |
| Admin fee / account holder | $262 | $438-40.3% | $13,411-98.0% | $521-49.8% |