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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $11,741 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant commu... | $10,162 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,021 | $83,045+34.9% | $130,026-13.8% | $71,495+56.7% |
| Participation rate | 87.7% | 74.1%+13.5pp | 78.5%+9.2pp | 67.9%+19.7pp |
| Annual return | -6.45% | 20.61%-27.1pp | -137.26%+130.8pp | 28.85%-35.3pp |
| Employer contribution / active EE | $1,370 | $2,623-47.8% | $4,321-68.3% | $2,589-47.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $79 | $1,727-95.4% | $10,608-99.3% | $1,588-95.0% |