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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $555 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $120 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,168 | $45,082-26.4% | $69,464-52.3% | $72,975-54.5% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.6pp | 69.5%+24.8pp |
| Annual return | 4.40% | 22.66%-18.3pp | 28.98%-24.6pp | 81.01%-76.6pp |
| Employer contribution / active EE | $3,349 | $2,055+62.9% | $2,779+20.5% | $2,440+37.2% |
| Participant deferral / active EE | $3,455 | $2,604+32.7% | $3,536-2.3% | $3,608-4.2% |
| Admin fee / account holder | $5 | $3,057-99.9% | $3,840-99.9% | $5,124-99.9% |