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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $16,702 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $6,655 |
DA DAVIDSON & CO6 years Filed as: D.A. DAVIDSON & CO. Service code 17 95 S. STATE ST. · SALT LAKE CITY, UT 84111 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,189 | $88,890-12.0% | $102,423-23.7% | $77,643+0.7% |
| Participation rate | 59.6% | 80.9%-21.3pp | 76.5%-16.9pp | 70.6%-11.0pp |
| Annual return | 17.08% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,474 | $5,145-32.5% | $5,053-31.2% | $4,647-25.2% |
| Admin fee / account holder | $167 | $235-29.0% | $9,451-98.2% | $430-61.2% |