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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC2 years Filed as: NEWEDGE SECURITIES, INC. Service code 28 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Investment Management | $68,368 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,084 | $79,181-48.1% | $102,423-59.9% | $74,429-44.8% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.6pp |
| Annual return | 21.73% | 54.97%-33.2pp | 29.42%-7.7pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $4,643 | $2,362+96.6% | $3,023+53.6% | $2,625+76.9% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $269 | $2,002-86.6% | $9,455-97.2% | $1,944-86.2% |