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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL - RPCP Service code 27 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,348 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,023 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,657 | $99,957-40.3% | $149,715-60.2% | $73,493-18.8% |
| Participation rate | 80.2% | 75.7%+4.5pp | 82.5%-2.3pp | 70.7%+9.5pp |
| Annual return | 13.06% | 53.87%-40.8pp | 276.66%-263.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,362 | $3,191-26.0% | $4,645-49.2% | $2,270+4.0% |
| Participant deferral / active EE | $5,876 | $6,073-3.2% | $6,842-14.1% | $3,740+57.1% |
| Admin fee / account holder | $177 | $551-67.8% | $9,310-98.1% | $513-65.4% |