Filed May 19, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Participants) | $52,495 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,574 | $88,203-6.4% | $165,100-50.0% | $74,478+10.9% |
| Participation rate | 90.1% | 73.1%+17.0pp | 78.6%+11.5pp | 67.2%+22.9pp |
| Annual return | 19.26% | 17.13%+2.1pp | 70.21%-51.0pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $3,682 | $2,601+41.6% | $4,348-15.3% | $2,626+40.2% |
| Participant deferral / active EE | $4,323 | $4,505-4.0% | $6,035-28.4% | $4,350-0.6% |
| Admin fee / account holder | $322 | $2,235-85.6% | $12,696-97.5% | $1,946-83.5% |