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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Service code 25 5550 S OLD WOODWARD · BIRNINGHAM, MI 48009 | Directed Trustee | $24,843 |
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,698 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $1,857 |
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 | $28,073 | $100,792-72.1% | $86,691-67.6% | $134,509-79.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.34% | 29.08%-44.4pp | 35.94%-51.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $4,342 | $3,491+24.4% | $2,837+53.0% | $4,741-8.4% |
| Participant deferral / active EE | $11,791 | $5,339+120.8% | $4,656+153.2% | $6,400+84.2% |
| Admin fee / account holder | $203 | $10,924-98.1% | $7,492-97.3% | $11,427-98.2% |