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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Other fees; Custodial (other than sec... | $23,387 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
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 | $39,781 | $60,165-33.9% | $74,184-46.4% | $55,167-27.9% |
| Participation rate | 79.4% | 74.2%+5.2pp | 76.6%+2.8pp | 69.0%+10.4pp |
| Annual return | 8.00% | 10.00%-2.0pp | 17.74%-9.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $531 | $1,600-66.8% | $2,370-77.6% | $1,963-72.9% |
| Participant deferral / active EE | $2,078 | $2,973-30.1% | $3,550-41.5% | $3,054-32.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |