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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAVELL INVESTMENT MANAGEMENT, INC. Service code 27 P.O. BOX 1307 · MOBILE, AL 36633 | Advisory (Plan) | $41,761 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,351 | $136,307-35.2% | $177,840-50.3% | $73,493+20.2% |
| Participation rate | 78.1% | 86.1%-8.0pp | 87.7%-9.6pp | 70.7%+7.5pp |
| Annual return | 30.56% | 18.68%+11.9pp | 48.32%-17.8pp | 28.51%+2.0pp |
| Employer contribution / active EE | $3,233 | $3,712-12.9% | $5,919-45.4% | $2,270+42.4% |
| Participant deferral / active EE | $8,262 | $5,829+41.7% | $7,714+7.1% | $3,740+120.9% |
| Admin fee / account holder | $342 | $596-42.5% | $12,431-97.2% | $513-33.3% |