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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Sub-transfer agenc... | $1,108 |
NEWPORT GROUP, INC.9+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Investm... | $0 |
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 | $114,250 | $88,117+29.7% | $164,928-30.7% | $74,400+53.6% |
| Participation rate | 88.3% | 73.1%+15.2pp | 78.6%+9.7pp | 67.2%+21.1pp |
| Annual return | 16.61% | 17.27%-0.7pp | 70.08%-53.5pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $1,299 | $2,596-50.0% | $4,343-70.1% | $2,624-50.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,034-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $2,230-99.8% | $12,684-100.0% | $1,944-99.8% |