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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL - RPCP Service code 27 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $34,647 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,417 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,713 | $84,482-12.7% | $125,363-41.2% | $66,930+10.1% |
| Participation rate | 75.8% | 76.4%-0.7pp | 82.4%-6.6pp | 69.8%+5.9pp |
| Annual return | -15.49% | -8.49%-7.0pp | 572.15%-587.6pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,812 | $3,553-20.9% | $4,815-41.6% | $2,545+10.5% |
| Participant deferral / active EE | $7,407 | $6,782+9.2% | $7,447-0.5% | $4,238+74.8% |
| Admin fee / account holder | $263 | $685-61.7% | $10,005-97.4% | $593-55.8% |