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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA2 years Filed as: GARY PIA & CO Service code 26 1510 OXLEY STREET · SOUTH PASADENA, CA 91030 | Advisory (Participants) | $25,009 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $10,296 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,330 | $47,977-32.6% | $154,108-79.0% | $56,289-42.6% |
| Participation rate | 39.4% | 66.2%-26.8pp | 83.0%-43.7pp | 69.9%-30.5pp |
| Annual return | -12.76% | 3.54%-16.3pp | 735.21%-748.0pp | -9.96%-2.8pp |
| Employer contribution / active EE | $753 | $2,169-65.3% | $5,298-85.8% | $2,111-64.3% |
| Participant deferral / active EE | $1,328 | $2,392-44.5% | $5,081-73.9% | $3,350-60.4% |
| Admin fee / account holder | $508 | $438+15.9% | $13,411-96.2% | $521-2.5% |