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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $58,057 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $33,111 |
NEWPRT TRUST COMPANY1 year Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (discre... | $10,822 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,945 | $60,488+128.1% | $109,916+25.5% | $79,389+73.8% |
| Participation rate | 87.0% | 67.0%+20.0pp | 74.2%+12.8pp | 70.7%+16.3pp |
| Annual return | 10.68% | 189.57%-178.9pp | 29.46%-18.8pp | 116.89%-106.2pp |
| Employer contribution / active EE | $2,292 | $1,649+39.0% | $2,844-19.4% | $2,428-5.6% |
| Participant deferral / active EE | $3,182 | $3,220-1.2% | $4,047-21.4% | $4,046-21.3% |
| Admin fee / account holder | $407 | $605-32.7% | $6,069-93.3% | $626-35.1% |