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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Custodial (oth... | $3,370 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $1,010 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,419 | $46,072+59.4% | $69,779+5.2% | $55,167+33.1% |
| Participation rate | 91.4% | 67.5%+24.0pp | 71.8%+19.6pp | 69.0%+22.4pp |
| Annual return | -6.53% | 8.68%-15.2pp | 12.99%-19.5pp | 169.23%-175.8pp |
| Employer contribution / active EE | $1,224 | $1,500-18.4% | $2,338-47.6% | $1,963-37.6% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $428-96.8% | $4,381-99.7% | $504-97.3% |