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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK1 year Service code 26 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $20,783 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Other investment fees and expenses; S... | $11,934 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,914 | $65,453+28.2% | $86,698-3.2% | $66,938+25.4% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.0pp |
| Annual return | -14.34% | -10.89%-3.4pp | 35.95%-50.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,687 | $2,154-21.7% | $2,837-40.5% | $2,545-33.7% |
| Participant deferral / active EE | $5,531 | $4,102+34.8% | $4,656+18.8% | $4,238+30.5% |
| Admin fee / account holder | $178 | $642-72.2% | $7,493-97.6% | $594-70.0% |