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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $340 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $60 |
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 | $51,927 | $63,905-18.7% | $74,184-30.0% | $57,658-9.9% |
| Participation rate | 77.0% | 79.8%-2.8pp | 76.6%+0.4pp | 70.2%+6.7pp |
| Annual return | 8.95% | 60.60%-51.7pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,415 | $3,448-30.0% | $3,550-32.0% | $3,061-21.1% |
| Admin fee / account holder | $1 | $91-98.9% | $5,586-100.0% | $95-98.9% |