Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS3 years Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $42,966 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $3,136 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,631 | $65,395+110.5% | $182,558-24.6% | $72,976+88.6% |
| Participation rate | 95.7% | 65.4%+30.2pp | 78.0%+17.7pp | 69.5%+26.2pp |
| Annual return | 16.65% | 27.68%-11.0pp | 148.59%-131.9pp | 81.02%-64.4pp |
| Employer contribution / active EE | $18,179 | $1,911+851.2% | $4,076+346.0% | $2,440+645.0% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $62 | $4,245-98.5% | $8,594-99.3% | $5,124-98.8% |