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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Partici... | $2,680 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Sh... | $707 |
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.
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 | $13,363 | $65,125-79.5% | $143,797-90.7% | $66,949-80.0% |
| Participation rate | 54.6% | 65.2%-10.6pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -23.19% | -11.13%-12.1pp | -0.04%-23.2pp | 1.57%-24.8pp |
| Employer contribution / active EE | $1,412 | $2,362-40.2% | $4,952-71.5% | $2,545-44.5% |
| Participant deferral / active EE | $1,372 | $2,920-53.0% | $5,638-75.7% | $4,239-67.6% |
| Admin fee / account holder | $40 | $503-92.1% | $14,679-99.7% | $594-93.3% |