Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,499+6.9% | $147,005-26.2% | $74,546+45.6% |
| Participation rate | 79.3% | 75.5%+3.8pp | 82.2%-2.9pp | 67.2%+12.1pp |
| Annual return | 16.67% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $3,074 | $3,811-19.3% | $4,934-37.7% | $2,624+17.1% |
| Participant deferral / active EE | $8,429 | $7,304+15.4% | $8,070+4.5% | $4,347+93.9% |
| Admin fee / account holder | $275 | $1,748-84.3% | $13,006-97.9% | $1,944-85.9% |