Filed January 12, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant loan processing; Direct p... | $3,030 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Custodi... | $1,876 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,672 | $75,183-55.2% | $123,894-72.8% | $55,167-39.0% |
| Participation rate | 72.3% | 72.8%-0.6pp | 81.4%-9.1pp | 69.0%+3.3pp |
| Annual return | 23.54% | 19.01%+4.5pp | 47.52%-24.0pp | 169.23%-145.7pp |
| Employer contribution / active EE | $2,477 | $2,823-12.3% | $4,617-46.3% | $1,963+26.2% |
| Participant deferral / active EE | $5,290 | $5,084+4.0% | $5,984-11.6% | $3,054+73.2% |
| Admin fee / account holder | $45 | $663-93.1% | $8,357-99.5% | $504-91.0% |