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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) | $71,359 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $42,573 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,132 | $86,897-19.3% | $151,639-53.8% | $64,819+8.2% |
| Participation rate | 90.6% | 87.3%+3.4pp | 87.5%+3.1pp | 71.5%+19.2pp |
| Annual return | -10.18% | -3.57%-6.6pp | 3.34%-13.5pp | 32.84%-43.0pp |
| Employer contribution / active EE | $4,151 | $4,010+3.5% | $6,165-32.7% | $2,507+65.6% |
| Participant deferral / active EE | $10,934 | $6,690+63.4% | $8,363+30.7% | $4,311+153.6% |
| Admin fee / account holder | $283 | $153+85.3% | $11,613-97.6% | $188+50.9% |