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 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $26,392 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Claims p... | $20,723 |
NEWPORT GROUP, INC.6 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,547 | $56,511-51.3% | $185,837-85.2% | $86,813-68.3% |
| Participation rate | 52.9% | 65.5%-12.6pp | 81.7%-28.8pp | 72.3%-19.3pp |
| Annual return | 15.64% | 118.12%-102.5pp | 122.08%-106.4pp | 97.93%-82.3pp |
| Employer contribution / active EE | $1,100 | $1,844-40.3% | $5,168-78.7% | $2,406-54.3% |
| Participant deferral / active EE | $1,653 | $2,554-35.3% | $5,568-70.3% | $4,131-60.0% |
| Admin fee / account holder | $122 | $150-18.2% | $16,241-99.2% | $170-27.9% |