Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC5+ years Filed as: SCHWARTZ & COMPANY Service code 27 3707 WEST MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $20,913 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,316 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,942 | $49,138+28.1% | $84,021-25.1% | $65,185-3.4% |
| Participation rate | 70.7% | 60.7%+9.9pp | 69.0%+1.7pp | 70.2%+0.5pp |
| Annual return | 22.15% | 23.00%-0.8pp | 71.32%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $300 | $914-67.2% | $1,984-84.9% | $2,177-86.2% |
| Participant deferral / active EE | $3,480 | $2,397+45.2% | $3,239+7.4% | $3,514-1.0% |
| Admin fee / account holder | $355 | $543-34.6% | $6,102-94.2% | $847-58.1% |