Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BEKAERT LLP1 year Service code 10 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $10,500 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,006 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,399 | $45,126-1.6% | $85,187-47.9% | $74,459-40.4% |
| Participation rate | 82.0% | 49.4%+32.6pp | 67.5%+14.5pp | 67.2%+14.8pp |
| Annual return | 25.10% | 26.30%-1.2pp | 66.67%-41.6pp | 1369.70%-1344.6pp |
| Employer contribution / active EE | $1,813 | $1,460+24.2% | $2,732-33.6% | $2,626-30.9% |
| Participant deferral / active EE | $2,674 | $2,738-2.4% | $4,525-40.9% | $4,350-38.5% |
| Admin fee / account holder | $147 | $2,212-93.3% | $6,162-97.6% | $1,945-92.4% |