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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $18,017 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $2,345 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,515 | $39,859-63.6% | $78,676-81.6% | $57,658-74.8% |
| Participation rate | 51.6% | 66.1%-14.5pp | 73.6%-22.0pp | 70.2%-18.7pp |
| Annual return | -2.70% | 18.96%-21.7pp | 62.19%-64.9pp | 5.13%-7.8pp |
| Employer contribution / active EE | $536 | $1,786-70.0% | $2,850-81.2% | $1,974-72.9% |
| Participant deferral / active EE | $732 | $2,248-67.5% | $3,517-79.2% | $3,061-76.1% |
| Admin fee / account holder | $104 | $76+36.4% | $4,510-97.7% | $95+9.9% |