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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK3 years Service code 27 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Plan) | $126,435 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $81,344 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $18,342 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,538 | $65,960+3.9% | $81,882-16.3% | $77,762-11.9% |
| Participation rate | 66.7% | 65.8%+0.9pp | 72.4%-5.7pp | 70.6%-3.9pp |
| Annual return | 41.75% | 26.64%+15.1pp | 779.47%-737.7pp | 31.27%+10.5pp |
| Employer contribution / active EE | $1,890 | $2,375-20.4% | $2,916-35.2% | $2,728-30.7% |
| Participant deferral / active EE | $3,635 | $3,505+3.7% | $4,323-15.9% | $4,651-21.8% |
| Admin fee / account holder | $337 | $526-36.0% | $7,360-95.4% | $433-22.2% |