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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,252 |
Service code 27 · EIN 27-0846572 | Advisory (Plan) | $50,421 |
ANEW 401K TPA LLC4 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $15,059 |
ANEW 401K TPA LLC3 years Service code 15 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,524 | $39,948-73.7% | $89,400-88.2% | $73,412-85.7% |
| Participation rate | 88.3% | 50.4%+37.9pp | 68.0%+20.3pp | 72.2%+16.1pp |
| Annual return | 14.91% | 50.12%-35.2pp | 245.64%-230.7pp | 59.30%-44.4pp |
| Employer contribution / active EE | $725 | $1,200-39.6% | $2,586-72.0% | $2,234-67.6% |
| Participant deferral / active EE | $1,065 | $2,193-51.4% | $3,890-72.6% | $3,806-72.0% |
| Admin fee / account holder | $134 | $134-0.1% | $4,882-97.3% | $158-15.1% |