See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1+ years Service code 25 5550 S OLD WOODWARD · BIRNINGHAM, MI 48009 | Directed Trustee | $31,134 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,630 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $2,335 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,394 | $124,319-59.5% | $111,297-54.7% | $167,490-69.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.64% | 37.44%-27.8pp | 54.65%-45.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $4,800 | $3,435+39.7% | $2,731+75.8% | $4,837-0.8% |
| Participant deferral / active EE | $15,239 | $5,180+194.2% | $4,487+239.6% | $6,341+140.3% |
| Admin fee / account holder | $261 | $10,618-97.5% | $7,964-96.7% | $12,309-97.9% |