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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD3+ years Filed as: BRONFMAN E. L. ROTHSCHILD, LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $83,929 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (directed)... | $13,153 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $10,419 |
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 | $43,156 | $43,411-0.6% | $94,993-54.6% | $69,631-38.0% |
| Participation rate | 93.8% | 64.4%+29.4pp | 73.9%+20.0pp | 70.7%+23.2pp |
| Annual return | 19.66% | 22.54%-2.9pp | 27.14%-7.5pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,193 | $1,202-0.7% | $2,603-54.2% | $2,032-41.3% |
| Participant deferral / active EE | $2,547 | $2,384+6.8% | $3,317-23.2% | $3,224-21.0% |
| Admin fee / account holder | $101 | $87+15.8% | $4,960-98.0% | $110-8.4% |