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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 17 6465 SOUTH 3000 EAST · SALT LAKE CITY, UT 84121 | Pension Consulting | $6,098 |
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $3,058 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,904 | $70,879-76.2% | $189,558-91.1% | $79,393-78.7% |
| Participation rate | 55.5% | 68.0%-12.5pp | 78.5%-23.0pp | 70.7%-15.2pp |
| Annual return | 27.45% | 20.70%+6.8pp | 64.19%-36.7pp | 116.87%-89.4pp |
| Employer contribution / active EE | $1,484 | $1,806-17.8% | $4,412-66.4% | $2,428-38.9% |
| Participant deferral / active EE | $3,610 | $4,081-11.5% | $6,174-41.5% | $4,046-10.8% |
| Admin fee / account holder | $3 | $647-99.5% | $9,809-100.0% | $627-99.5% |