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| Provider | Service type | Compensation |
|---|---|---|
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $1,844 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA LLC Service code 15 | Recordkeeping | $1,425 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $1,375 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $957 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $578 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,013 | $50,637-42.7% | $86,590-66.5% | $62,292-53.4% |
| Participation rate | 68.7% | 67.9%+0.8pp | 73.5%-4.9pp | 69.5%-0.8pp |
| Annual return | 13.73% | 20.80%-7.1pp | 964.84%-951.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $451 | $2,075-78.3% | $2,839-84.1% | $2,042-77.9% |
| Participant deferral / active EE | $1,195 | $2,611-54.2% | $3,609-66.9% | $3,169-62.3% |
| Admin fee / account holder | $31 | $413-92.5% | $4,906-99.4% | $479-93.6% |