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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,203 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 70 DEPT LA 24600 · PASADENA, CA 911854600 | Consulting Fees | $21,675 |
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 | $361,921 | $84,499+328.3% | $125,391+188.6% | $66,949+440.6% |
| Participation rate | 97.2% | 76.4%+20.7pp | 82.4%+14.8pp | 69.8%+27.3pp |
| Annual return | -12.84% | -8.49%-4.4pp | 572.41%-585.3pp | 1.57%-14.4pp |
| Employer contribution / active EE | $10,485 | $3,554+195.0% | $4,816+117.7% | $2,545+311.9% |
| Participant deferral / active EE | $9,226 | $6,785+36.0% | $7,448+23.9% | $4,239+117.6% |
| Admin fee / account holder | $222 | $685-67.5% | $10,009-97.8% | $594-62.5% |