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| 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 | $45,043-1.4% | $85,063-47.8% | $74,400-40.3% |
| Participation rate | 82.0% | 49.4%+32.6pp | 67.5%+14.5pp | 67.2%+14.8pp |
| Annual return | 25.10% | 26.26%-1.2pp | 66.54%-41.4pp | 1367.51%-1342.4pp |
| Employer contribution / active EE | $1,813 | $1,458+24.4% | $2,727-33.5% | $2,624-30.9% |
| Participant deferral / active EE | $2,674 | $2,733-2.2% | $4,523-40.9% | $4,348-38.5% |
| Admin fee / account holder | $147 | $2,210-93.3% | $6,155-97.6% | $1,944-92.4% |