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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201 | Advisory (Participants) | $39,272 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,823 | $73,863+48.7% | $143,797-23.6% | $68,490+60.3% |
| Participation rate | 93.4% | 66.7%+26.7pp | 80.3%+13.1pp | 67.9%+25.5pp |
| Annual return | -17.06% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $5,919 | $3,185+85.8% | $4,952+19.5% | $2,597+127.9% |
| Participant deferral / active EE | $6,794 | $3,385+100.7% | $5,638+20.5% | $4,028+68.7% |
| Admin fee / account holder | $481 | $5,756-91.6% | $14,679-96.7% | $5,403-91.1% |