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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $45,264 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 359 COLORADO AVENUE · GRAND JUNCTION, CO 81501 | Advisory (Plan) | $24,000 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,936 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,353 | $55,441-21.8% | $76,002-43.0% | $77,671-44.2% |
| Participation rate | 89.0% | 63.6%+25.4pp | 69.1%+19.9pp | 70.6%+18.4pp |
| Annual return | 11.51% | 17.08%-5.6pp | 360.07%-348.6pp | 31.21%-19.7pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,688-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,463 | $3,451+29.3% | $4,257+4.9% | $4,648-4.0% |
| Admin fee / account holder | $188 | $407-53.7% | $6,414-97.1% | $430-56.3% |