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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-8073773 | Advisory (Participants) | $9,287 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, LLC Service code 19 · EIN 20-1591048 | Securities Custodian | $5,469 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-4048464 | Recordkeeping | $3,346 |
ALTA TRUST3 years Filed as: ALTA TRUST COMPANY Service code 21 · EIN 45-5361070 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,004 | $79,223-67.2% | $102,460-74.6% | $74,478-65.1% |
| Participation rate | 59.2% | 74.8%-15.5pp | 76.5%-17.3pp | 67.2%-8.0pp |
| Annual return | 10.63% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $2,872 | $2,363+21.5% | $3,025-5.1% | $2,626+9.4% |
| Participant deferral / active EE | $1,783 | $4,417-59.6% | $5,056-64.7% | $4,350-59.0% |
| Admin fee / account holder | $153 | $2,003-92.3% | $9,460-98.4% | $1,946-92.1% |