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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,698 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,893 | $43,717+41.6% | $81,478-24.0% | $77,958-20.6% |
| Participation rate | 9.4% | 42.5%-33.1pp | 68.0%-58.5pp | 71.6%-62.2pp |
| Annual return | 12.66% | 23.83%-11.2pp | 38.78%-26.1pp | 20.87%-8.2pp |
| Employer contribution / active EE | $29 | $919-96.9% | $2,568-98.9% | $2,310-98.8% |
| Participant deferral / active EE | $602 | $1,783-66.3% | $3,537-83.0% | $3,537-83.0% |
| Admin fee / account holder | $226 | $108+109.2% | $4,561-95.1% | $97+131.8% |