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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Investm... | $5,172 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Sub-tra... | $375 |
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 | $87,245 | $81,474+7.1% | $133,971-34.9% | $73,493+18.7% |
| Participation rate | 94.6% | 76.4%+18.2pp | 79.8%+14.8pp | 70.7%+23.9pp |
| Annual return | 6.06% | 19.40%-13.3pp | 45.09%-39.0pp | 28.51%-22.4pp |
| Employer contribution / active EE | $1,351 | $2,209-38.8% | $3,919-65.5% | $2,270-40.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17 | $713-97.7% | $8,929-99.8% | $513-96.8% |