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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,290 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,815 |
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.
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 | $90,043 | $62,688+43.6% | $178,014-49.4% | $77,671+15.9% |
| Participation rate | 18.2% | 66.9%-48.7pp | 77.1%-58.9pp | 70.6%-52.4pp |
| Annual return | 10.58% | 16.16%-5.6pp | 294.80%-284.2pp | 31.21%-20.6pp |
| Employer contribution / active EE | $631 | $1,912-67.0% | $3,950-84.0% | $2,726-76.9% |
| Participant deferral / active EE | $1,281 | $4,224-69.7% | $6,276-79.6% | $4,648-72.4% |
| Admin fee / account holder | $455 | $386+17.7% | $10,362-95.6% | $430+5.6% |