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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL 4 Service code 27 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $41,836 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,553 | $101,591+6.9% | $147,096-26.2% | $74,429+45.8% |
| Participation rate | 79.3% | 75.5%+3.8pp | 82.2%-2.9pp | 67.2%+12.1pp |
| Annual return | 16.67% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $3,074 | $3,813-19.4% | $4,936-37.7% | $2,625+17.1% |
| Participant deferral / active EE | $8,429 | $7,302+15.4% | $8,071+4.4% | $4,348+93.9% |
| Admin fee / account holder | $275 | $1,750-84.3% | $13,005-97.9% | $1,944-85.9% |