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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $10,210 |
Filed as: DIGITAL RETIREMENT SOLUTIONS Service code 12 2420 TRADE CENTRE AVENUE · LONGMONT, CO 80503 | Participant communication; Recordkeep... | $9,924 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 50 · EIN 41-0451140 | Direct Payment | $147 |
Service code 50 · EIN 71-0294708 | Direct Payment | $20 |
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 | $26,482 | $36,916-28.3% | $156,551-83.1% | $57,658-54.1% |
| Participation rate | 92.0% | 63.4%+28.6pp | 84.0%+8.0pp | 70.2%+21.8pp |
| Annual return | 7.18% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,945 | $1,571+87.5% | $5,501-46.5% | $1,974+49.2% |
| Participant deferral / active EE | $3,306 | $1,926+71.7% | $4,871-32.1% | $3,061+8.0% |
| Admin fee / account holder | $26 | $82-68.4% | $13,028-99.8% | $95-72.4% |