Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK2 years Service code 26 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $19,020 |
NEWPORT GROUP, INC.3+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $17,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,291 | $45,109-12.9% | $85,187-53.9% | $77,736-49.5% |
| Participation rate | 38.4% | 48.7%-10.2pp | 67.5%-29.1pp | 70.6%-32.1pp |
| Annual return | 13.17% | 79.55%-66.4pp | 66.67%-53.5pp | 31.26%-18.1pp |
| Employer contribution / active EE | $536 | $1,602-66.5% | $2,732-80.4% | $2,728-80.3% |
| Participant deferral / active EE | $2,073 | $2,814-26.3% | $4,525-54.2% | $4,651-55.4% |
| Admin fee / account holder | $267 | $915-70.8% | $6,162-95.7% | $433-38.4% |