Filed August 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 17 200 W CIVIC CENTER DR · SANDY, UT 84070 | Pension Consulting | $44,316 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $43,078 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $28,287 |
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 | $46,351 | $74,024-37.4% | $78,002-40.6% | $57,658-19.6% |
| Participation rate | 95.9% | 79.7%+16.2pp | 75.5%+20.4pp | 70.2%+25.7pp |
| Annual return | 6.42% | 12.14%-5.7pp | 425.99%-419.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,110 | $2,365-10.8% | $2,470-14.6% | $1,974+6.9% |
| Participant deferral / active EE | $4,555 | $3,533+28.9% | $3,497+30.3% | $3,061+48.8% |
| Admin fee / account holder | $99 | $93+6.0% | $5,481-98.2% | $95+4.5% |