Filed December 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,213 |
HUNTINGTON NATIONAL BANK2 years Service code 26 555 S OLD WOODWARD · BIRMINGHAM, MI 48009 | Advisory (Participants) | $12,793 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,242 | $61,295-71.9% | $149,682-88.5% | $71,476-75.9% |
| Participation rate | 94.4% | 62.5%+31.9pp | 78.8%+15.7pp | 67.9%+26.5pp |
| Annual return | 15.74% | 35.86%-20.1pp | 134.35%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,380-100.0% | $4,818-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,745 | $2,918-5.9% | $5,681-51.7% | $4,290-36.0% |
| Admin fee / account holder | $164 | $1,262-87.0% | $13,210-98.8% | $1,587-89.7% |