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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $14,871 |
JONES & MALHOTRA6 years Service code 10 825 COLORADO BLVD, SUITE 219 · LOS ANGELES, CA 90041 | Accounting | $10,000 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,088 | $102,661-45.4% | $151,639-63.0% | $66,938-16.2% |
| Participation rate | 32.7% | 85.5%-52.9pp | 87.5%-54.8pp | 69.8%-37.1pp |
| Annual return | -10.71% | -10.81%+0.1pp | 3.34%-14.0pp | 1.58%-12.3pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,077 | $6,645-68.7% | $8,363-75.2% | $4,238-51.0% |
| Admin fee / account holder | $323 | $630-48.8% | $11,613-97.2% | $594-45.6% |