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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $153,399 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $25,653 |
Filed as: BERMAN HOPKINS WRIGHT & LAHAM Service code 10 · EIN 59-1152714 | Accounting | $6,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,693 | $87,173-79.7% | $59,883-70.5% | $75,289-76.5% |
| Participation rate | 61.2% | 74.5%-13.2pp | 74.7%-13.5pp | 72.4%-11.2pp |
| Annual return | -5.92% | -2.14%-3.8pp | 3.46%-9.4pp | -0.04%-5.9pp |
| Employer contribution / active EE | $1,262 | $3,473-63.7% | $2,722-53.6% | $2,405-47.5% |
| Participant deferral / active EE | $1,607 | $3,379-52.4% | $3,402-52.8% | $3,739-57.0% |
| Admin fee / account holder | $23 | $75-69.2% | $3,591-99.4% | $102-77.5% |