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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $23,517 |
Service code 12 · EIN 84-1477138 | Participant communication; Claims pro... | $22,824 |
NEWPORT GROUP, INC.7 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Float r... | $5,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,591 | $46,292-49.0% | $143,757-83.6% | $64,808-63.6% |
| Participation rate | 61.6% | 64.2%-2.6pp | 80.3%-18.7pp | 71.5%-9.9pp |
| Annual return | -17.93% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,386 | $1,910-27.4% | $4,951-72.0% | $2,506-44.7% |
| Participant deferral / active EE | $1,666 | $2,646-37.0% | $5,637-70.4% | $4,310-61.3% |
| Admin fee / account holder | $116 | $154-24.5% | $14,673-99.2% | $188-38.2% |