Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $2,535 |
NEWPORT GROUP, INC.6 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Float rev... | $994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,339 | $45,343-46.3% | $150,298-83.8% | $67,986-64.2% |
| Participation rate | 68.8% | 51.9%+17.0pp | 77.8%-9.0pp | 57.2%+11.6pp |
| Annual return | 13.55% | 33.28%-19.7pp | 62.79%-49.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $2,468 | $1,462+68.8% | $4,154-40.6% | $2,019+22.2% |
| Participant deferral / active EE | $2,319 | $2,055+12.9% | $5,453-57.5% | $3,358-30.9% |
| Admin fee / account holder | $31 | $2,250-98.6% | $14,116-99.8% | $3,203-99.0% |