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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 45-2164254 | Contract Administrator | $17,000 |
Filed as: MERRILL LYNCH,PIERCE,FENNER&SMITH Service code 59 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,125,908 | $64,185+1654.2% | $112,270+902.9% | $66,954+1581.6% |
| Participation rate | 83.1% | 68.4%+14.7pp | 75.1%+8.1pp | 69.8%+13.3pp |
| Annual return | 4.57% | -13.78%+18.4pp | 27.49%-22.9pp | 1.57%+3.0pp |
| Employer contribution / active EE | $20,632 | $2,998+588.3% | $3,635+467.5% | $2,545+710.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $89 | $626-85.9% | $6,411-98.6% | $594-85.1% |