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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $680 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $0 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,427 | $95,904+5.8% | $173,730-41.6% | $64,340+57.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 79.6%+20.4pp | 55.2%+44.8pp |
| Annual return | 13.40% | 17.47%-4.1pp | 19.96%-6.6pp | 24.14%-10.7pp |
| Employer contribution / active EE | $1,327 | $2,323-42.8% | $4,577-71.0% | $1,862-28.7% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $2 | $5,089-100.0% | $17,523-100.0% | $3,703-99.9% |