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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 500 CUMMINGS CENTER · BEVERLY, MA 01915 | Advisory (Plan) | $41,550 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $14,856 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,153 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,820 | $59,402+84.9% | $93,654+17.3% | $74,546+47.3% |
| Participation rate | 99.1% | 59.7%+39.4pp | 68.7%+30.3pp | 67.2%+31.9pp |
| Annual return | 9.74% | 81.86%-72.1pp | 133.34%-123.6pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $11,027 | $1,265+772.0% | $2,421+355.5% | $2,624+320.2% |
| Participant deferral / active EE | $5,553 | $3,049+82.2% | $4,413+25.8% | $4,347+27.7% |
| Admin fee / account holder | $363 | $3,023-88.0% | $8,282-95.6% | $1,944-81.3% |