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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 99 · EIN 46-0854203 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,431 | $55,446+25.2% | $155,574-55.4% | $74,429-6.7% |
| Participation rate | 78.6% | 61.9%+16.7pp | 78.2%+0.4pp | 67.2%+11.4pp |
| Annual return | 9.98% | 269.20%-259.2pp | 64.87%-54.9pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $7,231 | $2,266+219.1% | $4,676+54.6% | $2,625+175.5% |
| Participant deferral / active EE | $3,586 | $2,836+26.4% | $5,629-36.3% | $4,348-17.5% |
| Admin fee / account holder | $302 | $1,743-82.7% | $15,914-98.1% | $1,944-84.5% |