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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,490 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 70 DEPT LA 24600 · PASADENA, CA 911854600 | Consulting Fees | $21,878 |
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 | $392,833 | $91,474+329.5% | $135,982+188.9% | $71,529+449.2% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 14.38% | 29.89%-15.5pp | 68.32%-53.9pp | 28.97%-14.6pp |
| Employer contribution / active EE | $13,530 | $3,705+265.1% | $4,859+178.4% | $2,590+422.4% |
| Participant deferral / active EE | $13,022 | $7,095+83.5% | $7,760+67.8% | $4,291+203.4% |
| Admin fee / account holder | $255 | $1,267-79.9% | $10,767-97.6% | $1,588-83.9% |