Filed December 4, 2025
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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,297 |
HUNTINGTON NATIONAL BANK1 year Service code 26 555 S OLD WOODWARD · BIRMINGHAM, MI 48009 | Advisory (Participants) | $12,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,679 | $65,125-79.0% | $143,797-90.5% | $66,949-79.6% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -17.58% | -11.13%-6.4pp | -0.04%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,296 | $2,362-45.1% | $4,952-73.8% | $2,545-49.1% |
| Participant deferral / active EE | $2,236 | $2,920-23.4% | $5,638-60.3% | $4,239-47.3% |
| Admin fee / account holder | $160 | $503-68.1% | $14,679-98.9% | $594-73.0% |