| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $958,957 |
NEWPORT GROUP, INC.4+ years Filed as: THE NEWPORT GROUP SECURITIES INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $128,922 |
Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $66,008 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $37,830 |
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 | $105,378 | $96,381+9.3% | $140,019-24.7% | $73,367+43.6% |
| Participation rate | 96.7% | 90.1%+6.6pp | 87.5%+9.2pp | 69.5%+27.2pp |
| Annual return | -4.74% | -4.30%-0.4pp | 651.19%-655.9pp | 173.45%-178.2pp |
| Employer contribution / active EE | $2,279 | $4,168-45.3% | $5,605-59.4% | $2,499-8.8% |
| Participant deferral / active EE | $7,023 | $6,186+13.5% | $6,927+1.4% | $4,033+74.2% |
| Admin fee / account holder | $48 | $100-52.4% | $10,705-99.6% | $68-30.5% |