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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,746 |
Filed as: LEAVELL INVESTMENT MANAGEMENT, INC. Service code 27 P.O. BOX 1307 · MOBILE, AL 36633 | Advisory (Plan) | $22,558 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,987 | $98,982-21.2% | $162,163-51.9% | $65,185+19.6% |
| Participation rate | 65.6% | 85.8%-20.1pp | 87.6%-21.9pp | 70.2%-4.6pp |
| Annual return | 23.91% | 24.84%-0.9pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,737 | $3,467-49.9% | $5,614-69.1% | $2,177-20.2% |
| Participant deferral / active EE | $4,518 | $5,384-16.1% | $7,298-38.1% | $3,514+28.6% |
| Admin fee / account holder | $391 | $596-34.5% | $10,843-96.4% | $847-53.9% |