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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,403,890 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $130,880 |
Service code 29 · EIN 58-0967450 | Legal | $57,630 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,893 | $121,259+3.8% | $162,163-22.4% | $89,569+40.6% |
| Participation rate | 89.1% | 90.0%-0.9pp | 87.6%+1.6pp | 69.6%+19.6pp |
| Annual return | 22.69% | 22.23%+0.5pp | 115.59%-92.9pp | 34.56%-11.9pp |
| Employer contribution / active EE | $2,146 | $4,435-51.6% | $5,614-61.8% | $2,584-16.9% |
| Participant deferral / active EE | $6,637 | $6,620+0.3% | $7,298-9.1% | $4,220+57.3% |
| Admin fee / account holder | $48 | $101-52.4% | $10,843-99.6% | $72-33.0% |