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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 | $62,686+43.6% | $178,505-49.6% | $77,762+15.8% |
| Participation rate | 18.2% | 66.9%-48.7pp | 77.1%-59.0pp | 70.6%-52.4pp |
| Annual return | 10.58% | 16.16%-5.6pp | 27.16%-16.6pp | 31.27%-20.7pp |
| Employer contribution / active EE | $631 | $1,914-67.0% | $3,955-84.0% | $2,728-76.9% |
| Participant deferral / active EE | $1,281 | $4,224-69.7% | $6,280-79.6% | $4,651-72.5% |
| Admin fee / account holder | $455 | $386+17.8% | $10,428-95.6% | $433+5.0% |