Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS, LLC. Service code 51 · EIN 46-0854203 | Investment Mgmt Fees | $15,432 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,404 | $118,337-58.3% | $189,513-73.9% | $93,030-46.9% |
| Participation rate | 96.6% | 89.1%+7.5pp | 87.8%+8.8pp | 73.9%+22.7pp |
| Annual return | 14.53% | 21.77%-7.2pp | 555.15%-540.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,001 | $4,204-76.2% | $6,162-83.8% | $2,706-63.0% |
| Participant deferral / active EE | $2,561 | $7,123-64.1% | $8,221-68.9% | $4,562-43.9% |
| Admin fee / account holder | $6 | $100-93.8% | $12,045-99.9% | $152-95.9% |