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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $1,493 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Participant... | $985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,767 | $66,302+36.9% | $110,243-17.7% | $56,289+61.3% |
| Participation rate | 87.4% | 74.9%+12.5pp | 79.8%+7.6pp | 69.9%+17.6pp |
| Annual return | 15.29% | -1.18%+16.5pp | 314.76%-299.5pp | -9.96%+25.2pp |
| Employer contribution / active EE | $1,674 | $2,047-18.2% | $3,827-56.3% | $2,111-20.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $698-98.9% | $8,548-99.9% | $521-98.5% |