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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant communication; Sub-transf... | $250 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Shareholder se... | $90 |
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.
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 | $17,474 | $57,330-69.5% | $86,656-79.8% | $75,177-76.8% |
| Participation rate | 83.0% | 63.2%+19.8pp | 71.7%+11.2pp | 67.2%+15.7pp |
| Annual return | 10.82% | 2675.40%-2664.6pp | 593.09%-582.3pp | 160.75%-149.9pp |
| Employer contribution / active EE | $3,563 | $2,316+53.8% | $3,025+17.8% | $2,671+33.4% |
| Participant deferral / active EE | $426 | $3,320-87.2% | $4,439-90.4% | $4,126-89.7% |
| Admin fee / account holder | $3 | $4,115-99.9% | $5,619-100.0% | $5,651-100.0% |