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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $24,769 |
ROCKFELLER1 year Service code 28 45 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 | Investment Management | $24,481 |
DK WEISS & ASSOCIATES, PLLC2 years Filed as: D.K. WEISS, HOLT & ASSOCIATES, PLLC Service code 10 · EIN 30-0022324 | Accounting | $10,200 |
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 | $23,673 | $73,532-67.8% | $178,505-86.7% | $74,478-68.2% |
| Participation rate | 94.4% | 66.6%+27.9pp | 77.1%+17.3pp | 67.2%+27.2pp |
| Annual return | 14.05% | 17.49%-3.4pp | 27.16%-13.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $847 | $2,221-61.9% | $3,955-78.6% | $2,626-67.8% |
| Participant deferral / active EE | $3,954 | $4,519-12.5% | $6,280-37.0% | $4,350-9.1% |
| Admin fee / account holder | $217 | $1,813-88.0% | $10,428-97.9% | $1,946-88.8% |