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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $29,600 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,090 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 15 · EIN 41-1795707 | Recordkeeping | $1,350 |
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 | $71,841 | $80,177-10.4% | $123,894-42.0% | $57,658+24.6% |
| Participation rate | 73.4% | 74.4%-1.0pp | 81.4%-8.0pp | 70.2%+3.2pp |
| Annual return | 8.51% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,540 | $2,913-47.1% | $4,617-66.6% | $1,974-22.0% |
| Participant deferral / active EE | $6,631 | $5,130+29.3% | $5,984+10.8% | $3,061+116.7% |
| Admin fee / account holder | $7 | $106-93.8% | $8,357-99.9% | $95-93.0% |