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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIGITAL RETIREMENT SOLUTIONS Service code 12 2420 TRADE CENTRE AVENUE · LONGMONT, CO 80503 | Claims processing; Participant loan p... | $6,728 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Fl... | $5,618 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 50 · EIN 41-0451140 | Direct Payment | $444 |
Service code 50 · EIN 71-0294708 | Direct Payment | $20 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,877 | $37,117-27.6% | $147,618-81.8% | $55,191-51.3% |
| Participation rate | 87.9% | 63.6%+24.2pp | 84.6%+3.2pp | 69.2%+18.7pp |
| Annual return | 1.17% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,540 | $1,620+56.7% | $5,565-54.4% | $1,899+33.7% |
| Participant deferral / active EE | $2,735 | $1,985+37.8% | $4,895-44.1% | $3,046-10.2% |
| Admin fee / account holder | $19 | $86-78.0% | $11,612-99.8% | $91-79.2% |