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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $4,663 |
NEWPORT GROUP, INC.4 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,997 | $61,356-75.6% | $149,696-90.0% | $71,511-79.0% |
| Participation rate | 67.0% | 62.5%+4.5pp | 78.8%-11.8pp | 67.9%-0.9pp |
| Annual return | 16.19% | 35.86%-19.7pp | 134.46%-118.3pp | 28.86%-12.7pp |
| Employer contribution / active EE | $2,161 | $2,382-9.2% | $4,821-55.2% | $2,589-16.5% |
| Participant deferral / active EE | $1,833 | $2,920-37.2% | $5,682-67.7% | $4,291-57.3% |
| Admin fee / account holder | $42 | $1,263-96.6% | $13,212-99.7% | $1,588-97.3% |