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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,394 | $124,346-59.5% | $111,306-54.7% | $167,553-69.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.64% | 37.46%-27.8pp | 54.67%-45.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $4,800 | $3,438+39.6% | $2,732+75.7% | $4,840-0.8% |
| Participant deferral / active EE | $15,239 | $5,182+194.1% | $4,488+239.6% | $6,343+140.3% |
| Admin fee / account holder | $261 | $10,623-97.5% | $7,966-96.7% | $12,316-97.9% |