Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 17 6465 SOUTH 3000 EAST · SALT LAKE CITY, UT 84121 | Pension Consulting | $21,460 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant commu... | $5,184 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $1,526 |
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.
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 | $17,270 | $50,458-65.8% | $160,009-89.2% | $64,819-73.4% |
| Participation rate | 53.5% | 68.0%-14.5pp | 78.0%-24.5pp | 71.5%-18.0pp |
| Annual return | -18.23% | -13.42%-4.8pp | 408.85%-427.1pp | 32.84%-51.1pp |
| Employer contribution / active EE | $1,432 | $1,722-16.8% | $4,225-66.1% | $2,507-42.9% |
| Participant deferral / active EE | $3,191 | $4,004-20.3% | $6,183-48.4% | $4,311-26.0% |
| Admin fee / account holder | $146 | $706-79.3% | $8,715-98.3% | $188-22.3% |