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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK4 years Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $29,419 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,699 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,180 | $58,312+1.5% | $86,656-31.7% | $71,529-17.3% |
| Participation rate | 50.0% | 65.0%-15.0pp | 71.7%-21.7pp | 67.9%-17.9pp |
| Annual return | 18.94% | 24.08%-5.1pp | 593.09%-574.1pp | 28.97%-10.0pp |
| Employer contribution / active EE | $1,268 | $2,576-50.8% | $3,025-58.1% | $2,590-51.0% |
| Participant deferral / active EE | $2,293 | $3,439-33.3% | $4,439-48.3% | $4,291-46.6% |
| Admin fee / account holder | $424 | $1,057-59.9% | $5,619-92.5% | $1,588-73.3% |