Filed June 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAVELL INVESTMENT MGMT Service code 27 · EIN 63-0771955 | Advisory (Plan) | $23,410 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,166 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,775 | $59,417+7.3% | $93,606-31.9% | $74,495-14.4% |
| Participation rate | 49.5% | 59.7%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 10.43% | 81.83%-71.4pp | 133.20%-122.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $656 | $1,264-48.1% | $2,420-72.9% | $2,623-75.0% |
| Participant deferral / active EE | $3,653 | $3,050+19.8% | $4,411-17.2% | $4,346-15.9% |
| Admin fee / account holder | $377 | $3,021-87.5% | $8,285-95.5% | $1,942-80.6% |