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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Recordkeepi... | $1,987 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,493 | $61,166-73.0% | $185,849-91.1% | $79,391-79.2% |
| Participation rate | 48.6% | 66.6%-18.0pp | 81.7%-33.1pp | 70.7%-22.1pp |
| Annual return | 21.69% | 19.45%+2.2pp | 122.10%-100.4pp | 116.88%-95.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $973 | $2,789-65.1% | $5,569-82.5% | $4,046-76.0% |
| Admin fee / account holder | $37 | $710-94.9% | $16,244-99.8% | $627-94.2% |