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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,828 |
NEWPORT GROUP, INC.3 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 | $49,680 | $49,471+0.4% | $79,583-37.6% | $66,949-25.8% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.5%+18.0pp | 69.8%+17.7pp |
| Annual return | -14.75% | 84.30%-99.1pp | 0.16%-14.9pp | 1.57%-16.3pp |
| Employer contribution / active EE | $535 | $1,266-57.8% | $2,414-77.9% | $2,545-79.0% |
| Participant deferral / active EE | $3,419 | $3,160+8.2% | $3,986-14.2% | $4,239-19.3% |
| Admin fee / account holder | $97 | $595-83.8% | $6,835-98.6% | $594-83.7% |