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 |
|---|---|---|
TRI-STAR TRUST BANK2 years Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $22,695 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,266 | $63,768+2.3% | $98,483-33.7% | $79,391-17.8% |
| Participation rate | 45.0% | 69.9%-24.9pp | 73.3%-28.3pp | 70.7%-25.7pp |
| Annual return | 13.37% | 626.18%-612.8pp | 1494.38%-1481.0pp | 116.88%-103.5pp |
| Employer contribution / active EE | $1,189 | $2,558-53.5% | $2,961-59.8% | $2,428-51.0% |
| Participant deferral / active EE | $1,634 | $3,305-50.5% | $4,276-61.8% | $4,046-59.6% |
| Admin fee / account holder | $399 | $516-22.6% | $5,953-93.3% | $627-36.3% |