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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,805 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $150 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,256 | $59,220-3.3% | $96,572-40.7% | $79,389-27.9% |
| Participation rate | 86.8% | 61.9%+24.9pp | 69.8%+17.0pp | 70.7%+16.1pp |
| Annual return | 13.33% | 27.08%-13.8pp | 37.79%-24.5pp | 116.89%-103.6pp |
| Employer contribution / active EE | $548 | $1,216-55.0% | $2,357-76.8% | $2,428-77.4% |
| Participant deferral / active EE | $3,375 | $2,948+14.5% | $3,850-12.3% | $4,046-16.6% |
| Admin fee / account holder | $112 | $659-83.0% | $6,183-98.2% | $626-82.1% |