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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant communication; Participan... | $1,175 |
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Custodial (oth... | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,440 | $42,901+15.2% | $91,225-45.8% | $64,814-23.7% |
| Participation rate | 21.2% | 68.1%-47.0pp | 73.2%-52.1pp | 71.5%-50.3pp |
| Annual return | -19.38% | -13.53%-5.8pp | 114.10%-133.5pp | 32.84%-52.2pp |
| Employer contribution / active EE | $532 | $1,571-66.1% | $2,851-81.3% | $2,507-78.8% |
| Participant deferral / active EE | $775 | $3,501-77.9% | $4,234-81.7% | $4,310-82.0% |
| Admin fee / account holder | $9 | $131-93.0% | $5,422-99.8% | $188-95.1% |