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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $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 | $73,397-67.7% | $178,014-86.7% | $74,546-68.2% |
| Participation rate | 94.4% | 66.6%+27.9pp | 77.1%+17.4pp | 67.2%+27.2pp |
| Annual return | 14.05% | 17.49%-3.4pp | 294.80%-280.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $847 | $2,217-61.8% | $3,950-78.6% | $2,624-67.7% |
| Participant deferral / active EE | $3,954 | $4,512-12.4% | $6,276-37.0% | $4,347-9.0% |
| Admin fee / account holder | $217 | $1,809-88.0% | $10,362-97.9% | $1,944-88.8% |