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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK3 years Service code 26 · EIN 36-6841859 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $120,873 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,303 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,417 | $77,788+39.4% | $119,126-9.0% | $64,728+67.5% |
| Participation rate | 98.0% | 69.4%+28.6pp | 75.8%+22.2pp | 57.9%+40.1pp |
| Annual return | 12.88% | 13.19%-0.3pp | 282.11%-269.2pp | 49.38%-36.5pp |
| Employer contribution / active EE | $1,656 | $4,031-58.9% | $4,034-58.9% | $2,243-26.2% |
| Participant deferral / active EE | $6,213 | $2,599+139.0% | $5,318+16.8% | $2,729+127.6% |
| Admin fee / account holder | $417 | $1,365-69.4% | $10,693-96.1% | $1,145-63.5% |