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| Provider | Service type | Compensation |
|---|---|---|
JONES & MALHOTRA4 years Service code 21 825 COLORADO BLVD, SUITE 219 · LOS ANGELES, CA 90041 | Bank Trustee | $9,726 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $5,931 |
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 | $58,512 | $136,307-57.1% | $177,840-67.1% | $73,493-20.4% |
| Participation rate | 31.0% | 86.1%-55.1pp | 87.7%-56.7pp | 70.7%-39.7pp |
| Annual return | 15.16% | 18.68%-3.5pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,472 | $5,829-74.7% | $7,714-80.9% | $3,740-60.6% |
| Admin fee / account holder | $617 | $596+3.6% | $12,431-95.0% | $513+20.3% |