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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $7,721 |
Service code 12 · EIN 84-1477138 | Participant communication; Sub-transf... | $5,232 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,684 | $71,192+14.7% | $117,861-30.7% | $62,293+31.1% |
| Participation rate | 90.8% | 74.2%+16.6pp | 79.7%+11.1pp | 69.5%+21.3pp |
| Annual return | 16.84% | 18.66%-1.8pp | 335.11%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $879 | $1,934-54.6% | $3,786-76.8% | $2,042-57.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $40 | $587-93.1% | $8,021-99.5% | $479-91.6% |