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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH9 years Filed as: MERRIL LYNCH CONSULTING SERVICES Service code 26 510 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $60,000 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $49,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,638 | $106,028+211.8% | $146,958+125.0% | $77,643+325.8% |
| Participation rate | 95.3% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 11.87% | 56.73%-44.9pp | 418.34%-406.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $12,145 | $4,063+198.9% | $4,933+146.2% | $2,726+345.6% |
| Participant deferral / active EE | $11,650 | $7,990+45.8% | $8,070+44.4% | $4,647+150.7% |
| Admin fee / account holder | $319 | $337-5.4% | $12,998-97.5% | $430-25.8% |