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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD5+ years Filed as: BRONFMAN E. L. ROTHSCHILD, LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $40,431 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $14,852 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $13,051 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 12 · EIN 94-1737782 | Claims processing; Trustee (bank, tru... | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,357 | $101,523-58.3% | $141,177-70.0% | $77,775-45.5% |
| Participation rate | 95.7% | 77.4%+18.3pp | 82.5%+13.2pp | 73.2%+22.5pp |
| Annual return | 24.79% | 56.22%-31.4pp | 71.40%-46.6pp | 32.58%-7.8pp |
| Employer contribution / active EE | $1,295 | $3,341-61.2% | $4,736-72.7% | $2,504-48.3% |
| Participant deferral / active EE | $2,936 | $6,434-54.4% | $6,710-56.2% | $3,966-26.0% |
| Admin fee / account holder | $44 | $92-52.4% | $10,263-99.6% | $100-56.5% |