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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $420 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Custodial (oth... | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,224 | $47,977-80.8% | $154,108-94.0% | $56,289-83.6% |
| Participation rate | 20.7% | 66.2%-45.5pp | 83.0%-62.3pp | 69.9%-49.1pp |
| Annual return | -12.42% | 3.54%-16.0pp | 735.21%-747.6pp | -9.96%-2.5pp |
| Employer contribution / active EE | $367 | $2,169-83.1% | $5,298-93.1% | $2,111-82.6% |
| Participant deferral / active EE | $754 | $2,392-68.5% | $5,081-85.2% | $3,350-77.5% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |