Filed October 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,828 |
LPL FINANCIAL2 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,870 | $40,522-58.4% | $84,637-80.1% | $67,582-75.0% |
| Participation rate | 59.4% | 51.1%+8.3pp | 68.2%-8.8pp | 71.3%-11.9pp |
| Annual return | 19.53% | 32.72%-13.2pp | 258.82%-239.3pp | 378.57%-359.0pp |
| Employer contribution / active EE | $697 | $1,146-39.2% | $2,653-73.7% | $2,148-67.6% |
| Participant deferral / active EE | $1,160 | $2,132-45.6% | $3,900-70.3% | $3,539-67.2% |
| Admin fee / account holder | $126 | $145-13.4% | $4,914-97.4% | $142-11.5% |