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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $680 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $0 |
Participant contribution per participant 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 | $101,427 | $91,120+11.3% | $161,149-37.1% | $64,097+58.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 78.8%+21.2pp | 55.2%+44.8pp |
| Annual return | 13.40% | 17.95%-4.6pp | 21.16%-7.8pp | 34.64%-21.2pp |
| Employer contribution / active EE | $1,327 | $2,284-41.9% | $4,360-69.6% | $1,891-29.8% |
| Participant deferral / active EE | $0 | $3,708-100.0% | $6,153-100.0% | $3,080-100.0% |
| Admin fee / account holder | $2 | $4,535-100.0% | $15,194-100.0% | $3,454-99.9% |