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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant communication; Participan... | $4,694 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $2,412 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,830 | $54,320-65.3% | $67,652-72.2% | $52,331-64.0% |
| Participation rate | 86.8% | 73.6%+13.2pp | 75.7%+11.2pp | 68.1%+18.7pp |
| Annual return | 2.25% | 6.81%-4.6pp | 6625.40%-6623.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $629 | $1,544-59.2% | $2,266-72.2% | $1,882-66.5% |
| Participant deferral / active EE | $2,544 | $2,950-13.8% | $3,560-28.5% | $3,022-15.8% |
| Admin fee / account holder | $28 | $527-94.6% | $4,821-99.4% | $592-95.2% |