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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS1 year Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $30,626 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $6,593 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,053 | $62,672+102.7% | $185,117-31.4% | $70,126+81.2% |
| Participation rate | 89.7% | 63.8%+25.9pp | 77.3%+12.4pp | 69.5%+20.1pp |
| Annual return | 13.24% | 40.79%-27.6pp | 40.50%-27.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $16,015 | $1,753+813.5% | $4,182+283.0% | $2,343+583.7% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17 | $3,932-99.6% | $8,159-99.8% | $4,645-99.6% |