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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $907 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Di... | $300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,022 | $39,819-87.4% | $67,834-92.6% | $57,658-91.3% |
| Participation rate | 7.5% | 61.2%-53.7pp | 68.8%-61.3pp | 70.2%-62.7pp |
| Annual return | 6.19% | 9.19%-3.0pp | 138.47%-132.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $43 | $2,209-98.1% | $3,160-98.6% | $3,061-98.6% |
| Admin fee / account holder | $8 | $84-89.9% | $4,622-99.8% | $95-91.1% |