Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $109,354 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 70 DEPT LA 24600 · PASADENA, CA 911854600 | Consulting Fees | $36,031 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $461,539 | $104,497+341.7% | $159,487+189.4% | $79,389+481.4% |
| Participation rate | 96.7% | 76.6%+20.1pp | 82.8%+13.9pp | 70.7%+26.0pp |
| Annual return | 13.30% | 67.98%-54.7pp | 263.71%-250.4pp | 116.89%-103.6pp |
| Employer contribution / active EE | $13,214 | $3,418+286.6% | $4,831+173.5% | $2,428+444.2% |
| Participant deferral / active EE | $10,845 | $6,468+67.7% | $7,354+47.5% | $4,046+168.1% |
| Admin fee / account holder | $251 | $711-64.7% | $10,804-97.7% | $626-59.9% |