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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $84,203 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $5,515 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,801 | $50,175+134.8% | $99,479+18.4% | $65,186+80.7% |
| Participation rate | 88.2% | 68.4%+19.7pp | 73.8%+14.3pp | 70.2%+18.0pp |
| Annual return | 17.39% | 25.36%-8.0pp | 30.72%-13.3pp | 29.39%-12.0pp |
| Employer contribution / active EE | $2,070 | $1,496+38.4% | $2,540-18.5% | $2,177-4.9% |
| Participant deferral / active EE | $2,848 | $2,748+3.7% | $3,619-21.3% | $3,514-18.9% |
| Admin fee / account holder | $371 | $398-6.7% | $6,253-94.1% | $847-56.2% |