Filed June 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAVELL INVESTMENT MANAGEMENT Service code 26 · EIN 63-0771955 | Advisory (Participants) | $26,561 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,770 |
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 | $54,891 | $59,267-7.4% | $96,575-43.2% | $79,393-30.9% |
| Participation rate | 44.1% | 61.9%-17.8pp | 69.8%-25.8pp | 70.7%-26.6pp |
| Annual return | 13.97% | 27.08%-13.1pp | 37.79%-23.8pp | 116.87%-102.9pp |
| Employer contribution / active EE | $382 | $1,216-68.6% | $2,357-83.8% | $2,428-84.3% |
| Participant deferral / active EE | $2,506 | $2,947-15.0% | $3,849-34.9% | $4,046-38.1% |
| Admin fee / account holder | $412 | $659-37.4% | $6,182-93.3% | $627-34.2% |