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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $160 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Shareholder se... | $60 |
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 | $6,671 | $46,732-85.7% | $156,551-95.7% | $55,167-87.9% |
| Participation rate | 6.6% | 65.8%-59.2pp | 84.0%-77.4pp | 69.0%-62.4pp |
| Annual return | 9.91% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $245 | $2,204-88.9% | $4,871-95.0% | $3,054-92.0% |
| Admin fee / account holder | $20 | $418-95.2% | $13,028-99.8% | $504-96.0% |