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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-4048464 | Recordkeeping | $7,266 |
Service code 26 · EIN 20-8073773 | Advisory (Participants) | $5,606 |
ALTA TRUST1 year Filed as: ALTA TRUST COMPANY Service code 21 · EIN 45-5361070 | Bank Trustee | $1,040 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, LLC Service code 19 · EIN 20-1591048 | Securities Custodian | $548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,669 | $65,437-73.0% | $86,698-79.6% | $66,949-73.6% |
| Participation rate | 67.7% | 75.5%-7.8pp | 76.6%-8.9pp | 69.8%-2.1pp |
| Annual return | -15.50% | -10.91%-4.6pp | 35.96%-51.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,624 | $2,154-24.6% | $2,837-42.8% | $2,545-36.2% |
| Participant deferral / active EE | $2,363 | $4,102-42.4% | $4,656-49.3% | $4,239-44.3% |
| Admin fee / account holder | $178 | $642-72.3% | $7,492-97.6% | $594-70.0% |