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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $906 |
NEWPORT GROUP, INC.1 year Service code 50 · EIN 27-2037969 | Direct Payment | $288 |
Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
THE VANGUARD GROUP, INC.3+ years Service code 50 · EIN 23-1945930 | Direct Payment | $210 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,849 | $43,730-34.0% | $121,220-76.2% | $64,173-55.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 10.91% | 68.94%-58.0pp | 16.94%-6.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,712 | $1,297+32.0% | $4,023-57.5% | $2,381-28.1% |
| Participant deferral / active EE | $3,178 | $2,281+39.4% | $3,345-5.0% | $3,470-8.4% |
| Admin fee / account holder | $12 | $3,502-99.6% | $5,021-99.8% | $4,887-99.7% |