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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA3 years Filed as: GARY PIA & CO Service code 26 1510 OXLEY STREET · SOUTH PASADENA, CA 91030 | Advisory (Participants) | $29,195 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $8,081 |
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 | $37,254 | $52,967-29.7% | $172,753-78.4% | $65,186-42.8% |
| Participation rate | 43.7% | 66.2%-22.5pp | 82.6%-38.9pp | 70.2%-26.5pp |
| Annual return | 16.36% | 30.12%-13.8pp | 803.00%-786.6pp | 29.39%-13.0pp |
| Employer contribution / active EE | $896 | $2,190-59.1% | $5,144-82.6% | $2,177-58.8% |
| Participant deferral / active EE | $1,534 | $2,471-37.9% | $5,198-70.5% | $3,514-56.4% |
| Admin fee / account holder | $495 | $472+4.8% | $13,956-96.5% | $847-41.6% |