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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 3707 WEST MAPLE ROAD · BLOOMFIELD HILLS, MI 483013212 | Advisory (Plan) | $29,101 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,608 | $59,456+38.9% | $93,669-11.8% | $74,429+11.0% |
| Participation rate | 66.4% | 59.6%+6.7pp | 68.7%-2.3pp | 67.2%-0.8pp |
| Annual return | 15.08% | 82.00%-66.9pp | 133.59%-118.5pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $854 | $1,266-32.5% | $2,424-64.8% | $2,625-67.5% |
| Participant deferral / active EE | $4,311 | $3,052+41.3% | $4,416-2.4% | $4,348-0.9% |
| Admin fee / account holder | $428 | $3,026-85.9% | $8,291-94.8% | $1,944-78.0% |