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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Recordkeepi... | $30,252 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $4,620 |
Service code 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $0 |
NEWPORT GROUP, INC.8 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,316 | $47,163-35.7% | $149,696-79.7% | $74,460-59.3% |
| Participation rate | 57.3% | 63.4%-6.1pp | 78.8%-21.5pp | 70.7%-13.5pp |
| Annual return | 20.30% | 22.75%-2.5pp | 134.46%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,333 | $1,907-30.1% | $4,821-72.3% | $2,638-49.5% |
| Participant deferral / active EE | $1,655 | $2,730-39.4% | $5,682-70.9% | $4,530-63.5% |
| Admin fee / account holder | $79 | $343-76.9% | $13,212-99.4% | $348-77.2% |