Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $100 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $80 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,045 | $46,360-91.3% | $147,617-97.3% | $52,331-92.3% |
| Participation rate | 5.0% | 64.9%-60.0pp | 84.6%-79.7pp | 68.1%-63.1pp |
| Annual return | 14.68% | 1.62%+13.1pp | 61.98%-47.3pp | 4.54%+10.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $201 | $2,258-91.1% | $4,895-95.9% | $3,022-93.3% |
| Admin fee / account holder | $18 | $766-97.6% | $11,612-99.8% | $592-97.0% |