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| Provider | Service type | Compensation |
|---|---|---|
EXECUTIVE WEALTH MANAGEMENT5 years Service code 27 2501 SPRING ARBOR RD. · JACKSON, MI 49203 | Advisory (Plan) | $28,323 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,515 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,414 | $89,093-73.7% | $102,434-77.1% | $77,736-69.9% |
| Participation rate | 88.1% | 80.9%+7.1pp | 76.5%+11.6pp | 70.6%+17.5pp |
| Annual return | 19.27% | 25.03%-5.8pp | 29.46%-10.2pp | 31.26%-12.0pp |
| Employer contribution / active EE | $1,386 | $2,699-48.7% | $3,023-54.2% | $2,728-49.2% |
| Participant deferral / active EE | $3,493 | $5,147-32.1% | $5,055-30.9% | $4,651-24.9% |
| Admin fee / account holder | $117 | $236-50.6% | $9,462-98.8% | $433-73.1% |