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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $21,830 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201 | Advisory (Participants) | $17,358 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,612 | $85,171+44.0% | $172,753-29.0% | $72,976+68.0% |
| Participation rate | 92.2% | 70.1%+22.2pp | 82.6%+9.6pp | 69.5%+22.7pp |
| Annual return | 20.16% | 27.32%-7.2pp | 803.00%-782.8pp | 81.02%-60.9pp |
| Employer contribution / active EE | $5,701 | $3,324+71.5% | $5,144+10.8% | $2,440+133.6% |
| Participant deferral / active EE | $6,862 | $3,260+110.5% | $5,198+32.0% | $3,608+90.2% |
| Admin fee / account holder | $350 | $5,880-94.0% | $13,956-97.5% | $5,124-93.2% |