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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Account maintenance fees; Trustee (ba... | $13,981 |
HPM PARTNERS4 years Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $13,626 |
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 | $175,698 | $72,027+143.9% | $185,861-5.5% | $79,856+120.0% |
| Participation rate | 97.6% | 65.8%+31.8pp | 78.0%+19.5pp | 69.6%+27.9pp |
| Annual return | 12.39% | 23.13%-10.7pp | 35.96%-23.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $21,566 | $1,965+997.4% | $4,088+427.5% | $2,471+772.7% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $240 | $4,513-94.7% | $9,503-97.5% | $5,306-95.5% |