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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant loan processing; Sub-tran... | $27,507 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 600 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $18,351 |
NEWPORT GROUP, INC.4 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Investm... | $5,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,966 | $62,928-65.1% | $172,752-87.3% | $67,579-67.5% |
| Participation rate | 47.7% | 64.5%-16.8pp | 82.6%-35.0pp | 71.3%-23.6pp |
| Annual return | 21.68% | 30.36%-8.7pp | 802.97%-781.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $738 | $1,636-54.9% | $5,144-85.7% | $2,148-65.7% |
| Participant deferral / active EE | $1,245 | $2,145-41.9% | $5,198-76.0% | $3,539-64.8% |
| Admin fee / account holder | $143 | $167-14.2% | $13,955-99.0% | $142+0.4% |