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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC2 years Filed as: NEWEDGE ADVISORS Service code 99 · EIN 46-0854203 | Other Fees | $32,987 |
Filed as: RETIREMENT PLAN ADMINISTRATORS LLC Service code 49 · EIN 58-2365498 | Other Services | $21,542 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,967 | $45,343+67.5% | $150,298-49.5% | $67,986+11.7% |
| Participation rate | 94.9% | 51.9%+43.1pp | 77.8%+17.2pp | 57.2%+37.7pp |
| Annual return | 15.24% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $11,177 | $1,462+664.6% | $4,154+169.1% | $2,019+453.7% |
| Participant deferral / active EE | $4,720 | $2,055+129.7% | $5,453-13.4% | $3,358+40.6% |
| Admin fee / account holder | $151 | $2,250-93.3% | $14,116-98.9% | $3,203-95.3% |