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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 | Shareholder servicing fees; Float rev... | $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 | $98,547+2.9% | $216,567-53.2% | $69,733+45.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 81.6%+18.4pp | 62.5%+37.5pp |
| Annual return | 13.40% | 14.25%-0.8pp | 12.94%+0.5pp | 15.22%-1.8pp |
| Employer contribution / active EE | $1,327 | $2,660-50.1% | $5,216-74.5% | $2,250-41.0% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $4,094-99.9% | $21,981-100.0% | $3,102-99.9% |