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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 64 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping Fees | $4,331 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,155 | $55,458-61.9% | $76,030-72.2% | $77,762-72.8% |
| Participation rate | 4.5% | 63.6%-59.1pp | 69.1%-64.5pp | 70.6%-66.1pp |
| Annual return | 11.29% | 17.10%-5.8pp | 361.54%-350.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $59 | $3,454-98.3% | $4,257-98.6% | $4,651-98.7% |
| Admin fee / account holder | $88 | $411-78.5% | $6,421-98.6% | $433-79.6% |