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 INC8+ years Filed as: SCHWARTZ & COMPANY Service code 27 3707 WEST MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $28,510 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,194 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,294 | $49,451+23.9% | $79,580-23.0% | $66,938-8.4% |
| Participation rate | 78.0% | 61.3%+16.7pp | 69.5%+8.6pp | 69.8%+8.2pp |
| Annual return | -16.48% | 84.25%-100.7pp | 0.15%-16.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $662 | $1,266-47.7% | $2,413-72.6% | $2,545-74.0% |
| Participant deferral / active EE | $4,385 | $3,159+38.8% | $3,985+10.0% | $4,238+3.5% |
| Admin fee / account holder | $373 | $595-37.3% | $6,835-94.5% | $594-37.2% |