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) | $23,138 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,326 |
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 | $57,059 | $54,717+4.3% | $86,216-33.8% | $71,511-20.2% |
| Participation rate | 46.2% | 60.1%-13.9pp | 69.0%-22.8pp | 67.9%-21.8pp |
| Annual return | 16.26% | 20.07%-3.8pp | 1169.42%-1153.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $569 | $1,267-55.1% | $2,382-76.1% | $2,589-78.0% |
| Participant deferral / active EE | $3,075 | $3,110-1.1% | $3,986-22.9% | $4,291-28.3% |
| Admin fee / account holder | $331 | $1,922-82.8% | $6,853-95.2% | $1,588-79.2% |