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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $2,272 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $776 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,710 | $64,176-67.7% | $112,263-81.6% | $66,949-69.1% |
| Participation rate | 50.0% | 68.4%-18.4pp | 75.1%-25.1pp | 69.8%-19.8pp |
| Annual return | -24.23% | -13.80%-10.4pp | 27.49%-51.7pp | 1.57%-25.8pp |
| Employer contribution / active EE | $1,485 | $3,007-50.6% | $3,636-59.2% | $2,545-41.6% |
| Participant deferral / active EE | $3,621 | $3,694-2.0% | $4,729-23.4% | $4,239-14.6% |
| Admin fee / account holder | $43 | $626-93.1% | $6,410-99.3% | $594-92.8% |