Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $160 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $60 |
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 | $21,002 | $91,198-77.0% | $178,503-88.2% | $79,856-73.7% |
| Participation rate | 25.5% | 69.2%-43.7pp | 81.9%-56.4pp | 69.6%-44.1pp |
| Annual return | 15.96% | 24.20%-8.2pp | 151.12%-135.2pp | 31.71%-15.7pp |
| Employer contribution / active EE | $942 | $3,257-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,088 | $3,237-66.4% | $5,202-79.1% | $3,741-70.9% |
| Admin fee / account holder | $5 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |