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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 | $101,653+6.8% | $147,080-26.2% | $74,459+45.8% |
| Participation rate | 79.3% | 75.6%+3.8pp | 82.2%-2.9pp | 67.2%+12.1pp |
| Annual return | 16.67% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $3,074 | $3,813-19.4% | $4,933-37.7% | $2,626+17.1% |
| Participant deferral / active EE | $8,429 | $7,304+15.4% | $8,066+4.5% | $4,350+93.8% |
| Admin fee / account holder | $275 | $1,752-84.3% | $12,989-97.9% | $1,945-85.9% |