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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $2,985 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $475 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,608 | $86,655+16.1% | $119,622-15.9% | $66,938+50.3% |
| Participation rate | 89.0% | 75.6%+13.5pp | 79.3%+9.8pp | 69.8%+19.2pp |
| Annual return | 5.00% | -8.00%+13.0pp | -14.98%+20.0pp | 1.58%+3.4pp |
| Employer contribution / active EE | $1,905 | $2,536-24.9% | $4,232-55.0% | $2,545-25.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $10 | $755-98.6% | $10,328-99.9% | $594-98.3% |