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 BANK3 years Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $21,305 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,434 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,636 | $51,223+2.8% | $82,763-36.4% | $66,949-21.4% |
| Participation rate | 46.6% | 67.9%-21.3pp | 72.6%-26.0pp | 69.8%-23.2pp |
| Annual return | -15.41% | -9.85%-5.6pp | 702.45%-717.9pp | 1.57%-17.0pp |
| Employer contribution / active EE | $808 | $2,611-69.1% | $3,008-73.1% | $2,545-68.3% |
| Participant deferral / active EE | $1,845 | $3,460-46.7% | $4,395-58.0% | $4,239-56.5% |
| Admin fee / account holder | $358 | $415-13.8% | $5,325-93.3% | $594-39.7% |