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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 26 110 SOUTH REGENT ST. · SALT LAKE CITY, UT 84111 | Advisory (Participants) | $40,384 |
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $935 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,583 | $78,425+89.5% | $95,956+54.8% | $79,858+86.1% |
| Participation rate | 61.2% | 73.5%-12.3pp | 77.1%-15.9pp | 69.6%-8.4pp |
| Annual return | 20.11% | 19.37%+0.7pp | 91.63%-71.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,349 | $1,945-30.7% | $2,541-46.9% | $2,471-45.4% |
| Participant deferral / active EE | $3,137 | $3,440-8.8% | $4,167-24.7% | $3,740-16.1% |
| Admin fee / account holder | $604 | $5,622-89.3% | $6,797-91.1% | $5,306-88.6% |