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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 17 110 SOUTH REGENT ST · SALT LAKE CITY, UT 84111 | Pension Consulting | $45,608 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (directed); Direct payment fr... | $9,296 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Claims proc... | $7,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,206 | $73,404-3.0% | $87,102-18.3% | $67,579+5.4% |
| Participation rate | 65.4% | 80.9%-15.5pp | 76.9%-11.5pp | 71.3%-5.9pp |
| Annual return | 24.60% | 48.29%-23.7pp | 28.19%-3.6pp | 378.56%-354.0pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,682 | $3,913-31.5% | $4,048-33.8% | $3,539-24.2% |
| Admin fee / account holder | $173 | $142+22.0% | $7,491-97.7% | $142+21.4% |