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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,427 |
Filed as: MERRILL LYNCH Service code 26 221 MCKINNEY ST · HOUSTON, TX 77010 | Advisory (Participants) | $8,751 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,719 | $54,517-43.7% | $75,972-59.6% | $74,495-58.8% |
| Participation rate | 74.3% | 60.3%+13.9pp | 69.1%+5.2pp | 67.2%+7.1pp |
| Annual return | 9.85% | 31.82%-22.0pp | 359.55%-349.7pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $716 | $1,777-59.7% | $2,685-73.3% | $2,623-72.7% |
| Participant deferral / active EE | $3,541 | $3,066+15.5% | $4,255-16.8% | $4,346-18.5% |
| Admin fee / account holder | $159 | $2,229-92.9% | $6,467-97.5% | $1,942-91.8% |