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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: CLEARPOINT FINANCIAL Service code 26 · EIN 27-3971851 | Advisory (Participants) | $16,356 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $13,351 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 | Float revenue; Custodial (other than ... | $3,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,157 | $46,360-63.0% | $147,614-88.4% | $52,331-67.2% |
| Participation rate | 54.3% | 64.9%-10.6pp | 84.6%-30.3pp | 68.1%-13.8pp |
| Annual return | 2.36% | 1.62%+0.7pp | 61.98%-59.6pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,089 | $2,126-48.8% | $5,564-80.4% | $1,882-42.1% |
| Participant deferral / active EE | $1,176 | $2,258-47.9% | $4,895-76.0% | $3,022-61.1% |
| Admin fee / account holder | $122 | $766-84.1% | $11,611-98.9% | $592-79.4% |