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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 | Direct payment from the plan; Claims ... | $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 | $59,448+84.7% | $93,696+17.2% | $74,459+47.5% |
| Participation rate | 99.1% | 59.6%+39.4pp | 68.7%+30.3pp | 67.2%+31.8pp |
| Annual return | 9.74% | 82.11%-72.4pp | 133.74%-124.0pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $11,027 | $1,266+770.8% | $2,422+355.3% | $2,626+320.0% |
| Participant deferral / active EE | $5,553 | $3,052+82.0% | $4,417+25.7% | $4,350+27.7% |
| Admin fee / account holder | $363 | $3,027-88.0% | $8,287-95.6% | $1,945-81.4% |