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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: CLEARPOINT FINANCIAL Service code 26 · EIN 27-3971851 | Advisory (Participants) | $21,636 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $16,839 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Shareholder se... | $3,346 |
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 | $15,363 | $37,196-58.7% | $154,107-90.0% | $55,725-72.4% |
| Participation rate | 51.9% | 64.1%-12.2pp | 83.0%-31.1pp | 70.9%-18.9pp |
| Annual return | -4.97% | 1319.68%-1324.6pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $863 | $1,614-46.5% | $5,298-83.7% | $2,078-58.5% |
| Participant deferral / active EE | $1,381 | $2,068-33.2% | $5,081-72.8% | $3,356-58.8% |
| Admin fee / account holder | $105 | $102+2.9% | $13,411-99.2% | $115-9.2% |