Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: CLEARPOINT FINANCIAL Service code 26 600 108TH AVE. NE · BELLEVUE, WA 98004 | Advisory (Participants) | $28,266 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Claims p... | $12,059 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $3,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,314 | $36,700-66.4% | $171,082-92.8% | $63,975-80.8% |
| Participation rate | 83.8% | 61.5%+22.2pp | 76.7%+7.1pp | 71.1%+12.7pp |
| Annual return | 14.69% | 12.80%+1.9pp | 32.56%-17.9pp | 48.65%-34.0pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $4,002-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,040 | $2,696+49.9% | $4,797-15.8% | $3,356+20.4% |
| Admin fee / account holder | $23 | $68-65.6% | $8,520-99.7% | $70-67.0% |