Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $17,902 |
JONES & MALHOTRA3 years Service code 10 825 COLORADO BLVD, SUITE 219 · LOS ANGELES, CA 90041 | Accounting | $9,150 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,626 | $98,982-45.8% | $162,177-66.9% | $65,185-17.7% |
| Participation rate | 30.5% | 85.8%-55.3pp | 87.6%-57.0pp | 70.2%-39.7pp |
| Annual return | 21.19% | 24.84%-3.7pp | 115.60%-94.4pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,403 | $5,384-73.9% | $7,297-80.8% | $3,514-60.1% |
| Admin fee / account holder | $306 | $596-48.7% | $10,843-97.2% | $847-63.9% |