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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS2 years Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $21,286 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $7,264 |
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 | $129,982 | $56,484+130.1% | $169,452-23.3% | $64,173+102.5% |
| Participation rate | 89.6% | 64.5%+25.0pp | 77.8%+11.8pp | 69.6%+20.0pp |
| Annual return | -3.48% | -1.55%-1.9pp | 1.83%-5.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $16,859 | $1,832+820.0% | $4,157+305.6% | $2,381+608.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13 | $4,174-99.7% | $9,110-99.9% | $4,887-99.7% |