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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,458 |
Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 22 · EIN 02-0275490 | Insurance Broker | $12,644 |
ANEW 401K TPA LLC1 year Service code 15 | Recordkeeping | $1,498 |
ANEW 401K TPA LLC2 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $1,005 |
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 | $36,754 | $73,102-49.7% | $123,552-70.3% | $56,287-34.7% |
| Participation rate | 89.4% | 74.3%+15.1pp | 82.3%+7.1pp | 69.9%+19.6pp |
| Annual return | -6.67% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,370 | $2,977-54.0% | $4,628-70.4% | $2,111-35.1% |
| Participant deferral / active EE | $4,422 | $5,423-18.5% | $6,426-31.2% | $3,350+32.0% |
| Admin fee / account holder | $142 | $554-74.4% | $9,285-98.5% | $521-72.8% |