Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Direct paym... | $775 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Trustee (bank, trust c... | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,464 | $72,770-33.4% | $67,652-28.4% | $55,191-12.2% |
| Participation rate | 75.3% | 78.8%-3.5pp | 75.7%-0.4pp | 69.2%+6.1pp |
| Annual return | 2.59% | -3.26%+5.9pp | 6625.40%-6622.8pp | 10.78%-8.2pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,366 | $3,408-30.6% | $3,560-33.5% | $3,046-22.3% |
| Admin fee / account holder | $2 | $79-97.1% | $4,821-100.0% | $91-97.5% |