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 |
|---|---|---|
GARY M. TIBONI, CPA1 year Filed as: GARY PIA & CO. Service code 26 1510 OXLEY STREET · SOUTH PASADENA, CA 91030 | Advisory (Participants) | $16,780 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $8,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,382 | $46,732-28.6% | $156,551-78.7% | $55,167-39.5% |
| Participation rate | 41.4% | 65.8%-24.4pp | 84.0%-42.6pp | 69.0%-27.5pp |
| Annual return | 8.42% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $722 | $2,105-65.7% | $5,501-86.9% | $1,963-63.2% |
| Participant deferral / active EE | $1,425 | $2,204-35.3% | $4,871-70.7% | $3,054-53.3% |
| Admin fee / account holder | $447 | $418+6.8% | $13,028-96.6% | $504-11.3% |