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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 84-1477138 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $500 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Shareholder se... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,386 | $64,640-63.8% | $81,820-71.4% | - |
| Participation rate | 73.7% | 64.3%+9.4pp | 72.4%+1.4pp | - |
| Annual return | 15.08% | 13.47%+1.6pp | 777.93%-762.8pp | - |
| Employer contribution / active EE | $0 | $3,040-100.0% | $2,915-100.0% | - |
| Participant deferral / active EE | $3,498 | $3,288+6.4% | $4,323-19.1% | - |
| Admin fee / account holder | $4 | $2,218-99.8% | $7,391-99.9% | - |