| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $839,963 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $566,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $342,281 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $110,496 |
Service code 29 · EIN 58-0967450 | Legal | $31,718 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $25,684 |
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 | $109,631 | $118,441-7.4% | $151,634-27.7% | $89,433+22.6% |
| Participation rate | 98.8% | 88.0%+10.8pp | 87.5%+11.3pp | 71.3%+27.5pp |
| Annual return | -16.15% | -9.10%-7.0pp | 3.32%-19.5pp | -11.88%-4.3pp |
| Employer contribution / active EE | $2,727 | $4,770-42.8% | $6,165-55.8% | $3,021-9.7% |
| Participant deferral / active EE | $8,585 | $7,648+12.3% | $8,363+2.7% | $5,125+67.5% |
| Admin fee / account holder | $46 | $90-48.3% | $11,614-99.6% | $79-41.7% |