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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Recordkeeping and... | $2,109 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Investm... | $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 | $56,547 | $65,118-13.2% | $76,768-26.3% | $55,725+1.5% |
| Participation rate | 71.1% | 79.6%-8.5pp | 77.0%-5.8pp | 70.9%+0.3pp |
| Annual return | -4.19% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,844 | $3,688-22.9% | $3,852-26.2% | $3,356-15.2% |
| Admin fee / account holder | $6 | $116-95.2% | $6,675-99.9% | $115-95.1% |