Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,992 |
HUNTINGTON NATIONAL BANK4 years Service code 10 · EIN 31-0966785 | Accounting | $15,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,618 | $59,402+8.8% | $93,654-31.0% | $74,546-13.3% |
| Participation rate | 63.6% | 59.7%+4.0pp | 68.7%-5.1pp | 67.2%-3.6pp |
| Annual return | 19.23% | 81.86%-62.6pp | 133.34%-114.1pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $1,499 | $1,265+18.5% | $2,421-38.1% | $2,624-42.9% |
| Participant deferral / active EE | $2,799 | $3,049-8.2% | $4,413-36.6% | $4,347-35.6% |
| Admin fee / account holder | $216 | $3,023-92.9% | $8,282-97.4% | $1,944-88.9% |