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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $82,097 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $3,370 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $126,791 | $55,122+130.0% | $104,639+21.2% | $73,497+72.5% |
| Participation rate | 86.4% | 67.7%+18.6pp | 74.1%+12.3pp | 70.7%+15.7pp |
| Annual return | 11.10% | 24.77%-13.7pp | 340.67%-329.6pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,489 | $1,464+1.7% | $2,682-44.5% | $2,270-34.4% |
| Participant deferral / active EE | $2,860 | $2,919-2.0% | $3,738-23.5% | $3,740-23.5% |
| Admin fee / account holder | $359 | $423-15.1% | $6,465-94.4% | $513-30.0% |