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| 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) | $20,829 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $8,488 |
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 | $36,358 | $55,453-34.4% | $170,435-78.7% | $62,293-41.6% |
| Participation rate | 49.1% | 66.4%-17.3pp | 83.6%-34.5pp | 69.5%-20.5pp |
| Annual return | 17.76% | 21.38%-3.6pp | 205.94%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $824 | $2,164-61.9% | $5,432-84.8% | $2,042-59.6% |
| Participant deferral / active EE | $1,564 | $2,303-32.1% | $4,939-68.3% | $3,169-50.6% |
| Admin fee / account holder | $446 | $455-1.9% | $13,881-96.8% | $479-6.9% |