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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,775 | $59,456+7.3% | $93,669-31.9% | $74,429-14.3% |
| Participation rate | 49.5% | 59.6%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 10.43% | 82.00%-71.6pp | 133.59%-123.2pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $656 | $1,266-48.2% | $2,424-72.9% | $2,625-75.0% |
| Participant deferral / active EE | $3,653 | $3,052+19.7% | $4,416-17.3% | $4,348-16.0% |
| Admin fee / account holder | $377 | $3,026-87.6% | $8,291-95.5% | $1,944-80.6% |