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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Partici... | $20,048 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,525 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $1,150 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $640 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,013 | $50,637-66.4% | $86,582-80.4% | $62,293-72.7% |
| Participation rate | 41.2% | 67.9%-26.7pp | 73.5%-32.3pp | 69.5%-28.3pp |
| Annual return | 10.81% | 20.80%-10.0pp | 965.08%-954.3pp | 28.90%-18.1pp |
| Employer contribution / active EE | $692 | $2,075-66.7% | $2,839-75.6% | $2,042-66.1% |
| Participant deferral / active EE | $915 | $2,611-64.9% | $3,609-74.6% | $3,169-71.1% |
| Admin fee / account holder | $152 | $413-63.2% | $4,904-96.9% | $479-68.3% |