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| Provider | Service type | Compensation |
|---|---|---|
EBNY FINANCIAL LLC1+ years Service code 27 80TH FIFTH AVENUE, SUITE 1403 · NEW YORK, NY 10011 | Advisory (Plan) | $21,799 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 10 · EIN 20-1591048 700 17TH STREET, STE 300 · DENVER, CO 80202 | Accounting | $150 |
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.
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 | $25,901 | $68,408-62.1% | $57,196-54.7% | $57,658-55.1% |
| Participation rate | 45.1% | 79.1%-34.1pp | 75.3%-30.3pp | 70.2%-25.2pp |
| Annual return | 1.18% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-3.9pp |
| Employer contribution / active EE | $1,463 | $2,869-49.0% | $2,683-45.5% | $1,974-25.9% |
| Participant deferral / active EE | $2,037 | $2,903-29.8% | $3,096-34.2% | $3,061-33.5% |
| Admin fee / account holder | $78 | $70+12.2% | $3,141-97.5% | $95-17.3% |